+56.7%
BDX vs FIVN
+118.5%
-61.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.7% |
| 7D | -3.2% | -7.8% | +4.7% | -2.4% |
| 30D | -2.5% | -1.7% | -0.8% | -2.5% |
| 3M | +21.4% | +47.2% | -25.8% | +16.0% |
| 6M | +10.4% | +82.7% | -72.3% | +2.3% |
| YTD | +18.8% | +52.9% | -34.1% | +11.7% |
| 1Y | +21.7% | +17.5% | +4.2% | +17.3% |
| 3Y | -10.0% | -55.8% | +45.9% | -6.1% |
| 5Y | -1.8% | -82.3% | +80.5% | +10.0% |
| All | +56.7% | +118.5% | -61.9% | +27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling