+53.2%
BG vs FIVN
+20.3%
+32.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -1.7% |
| 7D | +3.1% | -7.8% | +11.0% | +2.7% |
| 30D | +10.2% | -1.7% | +12.0% | +10.1% |
| 3M | -1.7% | +47.2% | -48.9% | -0.3% |
| 6M | +1.0% | +82.7% | -81.7% | +4.8% |
| YTD | +39.9% | +52.9% | -13.0% | +43.8% |
| 1Y | +53.2% | +17.5% | +35.8% | +48.8% |
| All | +53.2% | +20.3% | +32.9% | +48.8% |
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