-27.6%
BB vs FIVN
-82.6%
+55.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -2.1% | -11.3% | +9.2% | +2.3% |
| 30D | -16.0% | -7.3% | -8.7% | -13.7% |
| 3M | -14.5% | +41.7% | -56.2% | -27.2% |
| 6M | +118.6% | +78.3% | +40.3% | +63.9% |
| YTD | +98.9% | +50.9% | +48.1% | +57.7% |
| 1Y | +99.5% | +19.7% | +79.8% | +73.9% |
| 3Y | +65.4% | -55.7% | +121.1% | +107.2% |
| 5Y | -27.6% | -82.6% | +54.9% | +25.3% |
| All | -27.6% | -82.6% | +55.0% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling