+310.6%
BE vs FIVN
+15.3%
+295.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.1% |
| 7D | +9.7% | -11.3% | +21.0% | +7.7% |
| 30D | +22.4% | -7.3% | +29.7% | +21.3% |
| 3M | +10.4% | +41.7% | -31.3% | +18.2% |
| 6M | +67.9% | +78.3% | -10.4% | +82.9% |
| YTD | +197.5% | +50.9% | +146.6% | +233.0% |
| 1Y | +310.6% | +19.7% | +290.9% | +410.3% |
| All | +310.6% | +15.3% | +295.3% | +410.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling