+48.5%
BB vs FIVN
-55.7%
+104.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.2% | -0.6% |
| 7D | +1.8% | -9.6% | +11.4% | +5.0% |
| 30D | -12.2% | -11.9% | -0.3% | -8.8% |
| 3M | -12.3% | +40.1% | -52.4% | -23.3% |
| 6M | +122.7% | +68.3% | +54.4% | +77.6% |
| YTD | +104.5% | +51.5% | +53.0% | +68.0% |
| 1Y | +106.7% | +15.1% | +91.5% | +89.5% |
| All | +48.5% | -55.7% | +104.1% | +77.0% |
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