+156.8%
BITO vs FIVN
-55.2%
+212.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | -3.4% | -7.8% | +4.4% | -2.1% |
| 30D | +21.4% | -1.7% | +23.1% | +21.6% |
| 3M | +20.5% | +47.2% | -26.7% | +11.5% |
| 6M | +7.4% | +82.7% | -75.3% | -6.1% |
| YTD | -13.9% | +52.9% | -66.8% | -22.4% |
| 1Y | -35.1% | +17.5% | -52.5% | -38.4% |
| 3Y | +156.8% | -55.8% | +212.6% | +188.6% |
| All | +156.8% | -55.2% | +212.1% | +188.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling