+51.8%
BEN vs FIVN
+118.5%
-66.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | -3.1% | -7.8% | +4.7% | -2.0% |
| 30D | +0.2% | -1.7% | +1.9% | +0.2% |
| 3M | +6.8% | +47.2% | -40.3% | 0.0% |
| 6M | +38.1% | +82.7% | -44.6% | +23.4% |
| YTD | +44.3% | +52.9% | -8.6% | +32.0% |
| 1Y | +42.6% | +17.5% | +25.1% | +35.2% |
| 3Y | +52.3% | -55.8% | +108.1% | +60.7% |
| 5Y | +37.6% | -82.3% | +120.0% | +52.0% |
| All | +51.8% | +118.5% | -66.8% | +35.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling