-10.7%
BDX vs FIVN
-55.8%
+45.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -5.4% | -11.3% | +5.9% | -4.4% |
| 30D | -2.2% | -7.3% | +5.1% | -1.6% |
| 3M | +20.1% | +41.7% | -21.6% | +15.7% |
| 6M | +9.1% | +78.3% | -69.2% | +2.1% |
| YTD | +17.9% | +50.9% | -33.0% | +11.8% |
| 1Y | +22.1% | +19.7% | +2.4% | +18.3% |
| All | -10.7% | -55.8% | +45.2% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling