+911.5%
BE vs FIVN
-3.3%
+914.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.4% | +9.8% | +8.1% |
| 7D | +20.0% | -2.3% | +22.3% | +20.8% |
| 30D | +7.9% | +12.4% | -4.5% | +2.1% |
| 3M | -13.2% | +36.0% | -49.2% | -24.8% |
| 6M | +53.5% | +86.0% | -32.5% | +13.9% |
| YTD | +191.0% | +65.9% | +125.1% | +118.1% |
| 1Y | +360.5% | +26.5% | +334.0% | +284.2% |
| 3Y | +1,568.0% | -54.2% | +1,622.2% | +1,906.8% |
| 5Y | +1,055.2% | -80.5% | +1,135.6% | +1,741.0% |
| All | +911.5% | -3.3% | +914.7% | +1,005.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling