+397.3%
BBY vs FIVN
+280.5%
+116.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +0.7% | -11.3% | +12.0% | +2.6% |
| 30D | +5.8% | -7.3% | +13.1% | +6.8% |
| 3M | +18.0% | +41.7% | -23.7% | +10.6% |
| 6M | +39.8% | +78.3% | -38.4% | +24.4% |
| YTD | +35.4% | +50.9% | -15.5% | +23.0% |
| 1Y | +21.4% | +19.7% | +1.7% | +14.3% |
| 3Y | +39.5% | -55.7% | +95.3% | +48.1% |
| 5Y | -0.5% | -82.6% | +82.1% | +14.8% |
| 10Y | +240.0% | +113.6% | +126.4% | +212.5% |
| All | +397.3% | +280.5% | +116.8% | +341.0% |
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 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