-3.8%
BB vs FIVN
+318.5%
-322.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.7% |
| 7D | -5.6% | -2.3% | -3.3% | -5.0% |
| 30D | -11.8% | +12.4% | -24.2% | -15.0% |
| 3M | -25.5% | +36.0% | -61.5% | -32.4% |
| 6M | +121.3% | +86.0% | +35.3% | +80.5% |
| YTD | +103.2% | +65.9% | +37.2% | +69.6% |
| 1Y | +102.6% | +26.5% | +76.1% | +81.8% |
| 3Y | +37.5% | -54.2% | +91.7% | +55.5% |
| 5Y | -30.4% | -80.5% | +50.0% | -9.7% |
| 10Y | 0.0% | +109.6% | -109.6% | -17.0% |
| All | -3.8% | +318.5% | -322.2% | -33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling