+50.1%
BG vs FIVN
+27.5%
+22.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.3% | -1.3% |
| 7D | +2.8% | -2.3% | +5.1% | +2.7% |
| 30D | +12.0% | +12.4% | -0.4% | +12.6% |
| 3M | -7.7% | +36.0% | -43.7% | -6.6% |
| 6M | +4.5% | +86.0% | -81.5% | +8.1% |
| YTD | +35.7% | +65.9% | -30.3% | +39.8% |
| 1Y | +50.1% | +26.5% | +23.6% | +50.8% |
| All | +50.1% | +27.5% | +22.6% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling