+337.4%
BAH vs FIVN
+318.5%
+18.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +1.0% | -1.2% |
| 7D | -3.2% | -2.3% | -1.0% | -3.0% |
| 30D | +2.0% | +12.4% | -10.4% | +0.6% |
| 3M | -7.6% | +36.0% | -43.6% | -10.9% |
| 6M | -5.7% | +86.0% | -91.6% | -12.3% |
| YTD | -11.7% | +65.9% | -77.7% | -17.2% |
| 1Y | -27.4% | +26.5% | -53.9% | -30.4% |
| 3Y | -32.5% | -54.2% | +21.7% | -30.4% |
| 5Y | -3.3% | -80.5% | +77.1% | +5.3% |
| 10Y | +186.0% | +109.6% | +76.4% | +148.6% |
| All | +337.4% | +318.5% | +18.9% | +273.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling