+1.3%
BIDU vs FIVN
+27.5%
-26.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.4% | +6.5% | +4.1% |
| 7D | +2.4% | -2.3% | +4.7% | +2.5% |
| 30D | -10.5% | +12.4% | -22.9% | -10.7% |
| 3M | -26.2% | +36.0% | -62.2% | -26.7% |
| 6M | -16.4% | +86.0% | -102.4% | -19.4% |
| YTD | -23.9% | +65.9% | -89.8% | -25.9% |
| 1Y | +1.3% | +26.5% | -25.2% | +13.0% |
| All | +1.3% | +27.5% | -26.2% | +13.0% |
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