-28.1%
BIIB vs FIVN
-82.6%
+54.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | -4.0% | -11.3% | +7.2% | -2.7% |
| 30D | +5.7% | -7.3% | +13.0% | +6.5% |
| 3M | +10.9% | +41.7% | -30.8% | +5.6% |
| 6M | +14.3% | +78.3% | -63.9% | +4.3% |
| YTD | +22.4% | +50.9% | -28.5% | +13.6% |
| 1Y | +51.1% | +19.7% | +31.4% | +44.3% |
| 3Y | -16.8% | -55.7% | +38.9% | -11.5% |
| 5Y | -28.1% | -82.6% | +54.4% | -17.6% |
| All | -28.1% | -82.6% | +54.5% | -17.6% |
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