+1,227.8%
BE vs FIVN
-82.0%
+1,309.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -2.1% |
| 7D | +23.9% | -9.6% | +33.5% | +27.3% |
| 30D | +27.8% | -11.9% | +39.8% | +31.5% |
| 3M | +3.7% | +40.1% | -36.4% | -11.0% |
| 6M | +78.0% | +68.3% | +9.6% | +36.5% |
| YTD | +209.9% | +51.5% | +158.4% | +139.6% |
| 1Y | +389.6% | +15.1% | +374.5% | +326.4% |
| 3Y | +1,730.6% | -55.6% | +1,786.2% | +2,243.8% |
| 5Y | +1,227.8% | -82.4% | +1,310.2% | +2,446.0% |
| All | +1,227.8% | -82.0% | +1,309.9% | +2,446.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling