+39.6%
BEN vs FIVN
-82.5%
+122.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.2% | -1.0% |
| 7D | +3.4% | -9.6% | +12.9% | +5.4% |
| 30D | +1.8% | -11.9% | +13.7% | +4.1% |
| 3M | +8.4% | +40.1% | -31.7% | -0.4% |
| 6M | +35.6% | +68.3% | -32.7% | +17.3% |
| YTD | +46.4% | +51.5% | -5.1% | +28.8% |
| 1Y | +46.3% | +15.1% | +31.2% | +36.5% |
| 3Y | +54.6% | -55.6% | +110.2% | +71.1% |
| All | +39.6% | -82.5% | +122.1% | +75.5% |
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