+934.0%
BE vs FIVN
-12.0%
+946.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | +9.7% | -11.3% | +21.0% | +13.6% |
| 30D | +22.4% | -7.3% | +29.7% | +24.2% |
| 3M | +10.4% | +41.7% | -31.3% | -6.3% |
| 6M | +67.9% | +78.3% | -10.4% | +25.5% |
| YTD | +197.5% | +50.9% | +146.6% | +129.0% |
| 1Y | +310.6% | +19.7% | +290.9% | +247.1% |
| 3Y | +1,657.2% | -55.7% | +1,713.0% | +2,016.3% |
| 5Y | +1,218.2% | -82.6% | +1,300.7% | +2,073.8% |
| All | +934.0% | -12.0% | +946.0% | +1,061.1% |
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