+1.3%
BBY vs FIVN
-82.2%
+83.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.7% | +2.8% |
| 7D | +0.6% | -7.8% | +8.4% | +2.2% |
| 30D | +9.4% | -1.7% | +11.1% | +9.5% |
| 3M | +19.3% | +47.2% | -27.9% | +8.6% |
| 6M | +47.9% | +82.7% | -34.8% | +25.6% |
| YTD | +39.6% | +52.9% | -13.4% | +22.4% |
| 1Y | +22.2% | +17.5% | +4.7% | +13.6% |
| 3Y | +45.0% | -55.8% | +100.8% | +58.6% |
| All | +1.3% | -82.2% | +83.5% | +21.7% |
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