+476.4%
BHP vs FIVN
+118.5%
+357.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | -3.6% | -7.8% | +4.2% | -2.8% |
| 30D | -1.2% | -1.7% | +0.5% | -1.2% |
| 3M | +1.2% | +47.2% | -46.0% | -3.8% |
| 6M | +21.4% | +82.7% | -61.3% | +11.2% |
| YTD | +50.4% | +52.9% | -2.5% | +39.9% |
| 1Y | +67.5% | +17.5% | +50.0% | +60.8% |
| 3Y | +72.8% | -55.8% | +128.6% | +81.7% |
| 5Y | +112.6% | -82.3% | +194.9% | +141.2% |
| All | +476.4% | +118.5% | +357.9% | +384.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling