+87.7%
BEN vs FIVN
-56.5%
+144.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.9% |
| 7D | +6.8% | -2.8% | +9.6% | +7.2% |
| 30D | +18.0% | -17.4% | +35.4% | +20.8% |
| 3M | +7.5% | -19.2% | +26.6% | +9.8% |
| 6M | +14.7% | +29.4% | -14.6% | +6.3% |
| YTD | +56.1% | +36.3% | +19.8% | +40.5% |
| 1Y | +69.6% | +33.5% | +36.1% | +53.1% |
| 3Y | +87.7% | -56.8% | +144.5% | +105.8% |
| All | +87.7% | -56.5% | +144.2% | +105.8% |
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 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