+63.5%
BAM vs FIVN
-52.8%
+116.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | +1.0% |
| 7D | -2.0% | -2.3% | +0.3% | -1.6% |
| 30D | -2.9% | +12.4% | -15.3% | -5.5% |
| 3M | +9.4% | +36.0% | -26.6% | +2.3% |
| 6M | +10.8% | +86.0% | -75.2% | -4.5% |
| YTD | -0.4% | +65.9% | -66.4% | -12.4% |
| 1Y | -10.9% | +26.5% | -37.4% | -16.9% |
| All | +63.5% | -52.8% | +116.2% | +71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling