+11.1%
BEN vs FIVN
+292.8%
-281.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +0.6% |
| 7D | +4.7% | -8.2% | +12.9% | +5.8% |
| 30D | +2.6% | -8.1% | +10.7% | +3.6% |
| 3M | +11.5% | +34.9% | -23.4% | +6.1% |
| 6M | +35.3% | +72.6% | -37.3% | +22.9% |
| YTD | +48.6% | +55.8% | -7.1% | +36.5% |
| 1Y | +46.7% | +17.1% | +29.5% | +39.7% |
| 3Y | +57.0% | -54.3% | +111.3% | +64.5% |
| 5Y | +41.8% | -81.6% | +123.4% | +56.8% |
| 10Y | +55.2% | +109.2% | -54.0% | +30.0% |
| All | +11.1% | +292.8% | -281.8% | -14.1% |
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