+1.9%
BAX vs FIVN
+15.7%
-13.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.6% |
| 7D | -5.1% | -9.6% | +4.5% | -4.2% |
| 30D | -12.2% | -11.9% | -0.2% | -11.2% |
| 3M | +21.8% | +40.1% | -18.3% | +18.8% |
| 6M | +36.3% | +68.3% | -32.0% | +31.1% |
| YTD | +27.8% | +51.5% | -23.7% | +23.9% |
| All | +1.9% | +15.7% | -13.8% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling