+99.5%
BB vs FIVN
+15.3%
+84.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -2.1% | -11.3% | +9.2% | +0.3% |
| 30D | -16.0% | -7.3% | -8.7% | -14.7% |
| 3M | -14.5% | +41.7% | -56.2% | -21.6% |
| 6M | +118.6% | +78.3% | +40.3% | +87.0% |
| YTD | +98.9% | +50.9% | +48.1% | +80.1% |
| 1Y | +99.5% | +19.7% | +79.8% | +111.5% |
| All | +99.5% | +15.3% | +84.2% | +111.5% |
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 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