-0.8%
BB vs FIVN
+115.6%
-116.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -2.1% | -11.3% | +9.2% | +1.4% |
| 30D | -16.0% | -7.3% | -8.7% | -14.2% |
| 3M | -14.5% | +41.7% | -56.2% | -24.7% |
| 6M | +118.6% | +78.3% | +40.3% | +74.7% |
| YTD | +98.9% | +50.9% | +48.1% | +66.0% |
| 1Y | +99.5% | +19.7% | +79.8% | +78.8% |
| 3Y | +65.4% | -55.7% | +121.1% | +93.1% |
| 5Y | -27.6% | -82.6% | +54.9% | +1.8% |
| All | -0.8% | +115.6% | -116.4% | -21.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling