-44.0%
BIDU vs FIVN
-82.2%
+38.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -8.1% | -7.8% | -0.3% | -6.3% |
| 30D | -12.8% | -1.7% | -11.1% | -12.6% |
| 3M | -21.3% | +47.2% | -68.5% | -29.4% |
| 6M | -27.0% | +82.7% | -109.7% | -39.8% |
| YTD | -30.0% | +52.9% | -83.0% | -40.4% |
| 1Y | -18.3% | +17.5% | -35.7% | -25.0% |
| 3Y | -33.8% | -55.8% | +22.0% | -22.6% |
| All | -44.0% | -82.2% | +38.2% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling