+1,709.5%
BE vs FIVN
-56.5%
+1,766.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -4.6% |
| 7D | +10.8% | -2.8% | +13.7% | +11.3% |
| 30D | -19.8% | -17.4% | -2.4% | -18.2% |
| 3M | -18.7% | -19.2% | +0.4% | -17.1% |
| 6M | -33.7% | +29.4% | -63.1% | -37.9% |
| YTD | +121.0% | +36.3% | +84.7% | +99.4% |
| 1Y | +85.4% | +33.5% | +51.9% | +68.2% |
| 3Y | +1,709.5% | -56.8% | +1,766.4% | +2,376.7% |
| All | +1,709.5% | -56.5% | +1,766.0% | +2,376.7% |
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