+42.3%
BBIO vs FIVN
-82.2%
+124.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.6% |
| 7D | -3.2% | -7.8% | +4.6% | -0.6% |
| 30D | -13.6% | -1.7% | -11.9% | -13.6% |
| 3M | +7.2% | +47.2% | -40.0% | -9.4% |
| 6M | +1.5% | +82.7% | -81.2% | -24.8% |
| YTD | -5.3% | +52.9% | -58.2% | -26.1% |
| 1Y | +37.7% | +17.5% | +20.2% | +19.4% |
| 3Y | +153.9% | -55.8% | +209.7% | +230.1% |
| All | +42.3% | -82.2% | +124.5% | +188.9% |
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