+85.4%
BE vs FIVN
+29.8%
+55.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -5.4% |
| 7D | +10.8% | -2.8% | +13.7% | +10.2% |
| 30D | -19.8% | -17.4% | -2.4% | -21.9% |
| 3M | -18.7% | -19.2% | +0.4% | -20.7% |
| 6M | -33.7% | +29.4% | -63.1% | -24.9% |
| YTD | +121.0% | +36.3% | +84.7% | +155.3% |
| 1Y | +85.4% | +33.5% | +51.9% | +115.6% |
| All | +85.4% | +29.8% | +55.6% | +115.6% |
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