+421.6%
BAH vs FIVN
+243.6%
+178.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.1% |
| 7D | +1.7% | -2.8% | +4.6% | +2.0% |
| 30D | +20.8% | -17.4% | +38.2% | +22.9% |
| 3M | +11.6% | -19.2% | +30.7% | +13.6% |
| 6M | +23.1% | +29.4% | -6.3% | +19.0% |
| YTD | +5.3% | +36.3% | -31.0% | +0.3% |
| 1Y | +6.1% | +33.5% | -27.3% | +1.3% |
| 3Y | -27.5% | -56.8% | +29.4% | -24.8% |
| 5Y | +6.2% | -83.0% | +89.2% | +17.2% |
| 10Y | +202.2% | +87.3% | +115.0% | +166.2% |
| All | +421.6% | +243.6% | +178.0% | +352.4% |
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