+209.9%
BKNG vs FIVN
+115.6%
+94.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -10.7% | -11.3% | +0.6% | -8.8% |
| 30D | -18.1% | -7.3% | -10.8% | -17.2% |
| 3M | +8.5% | +41.7% | -33.2% | +1.7% |
| 6M | -0.1% | +78.3% | -78.3% | -11.0% |
| YTD | -18.2% | +50.9% | -69.1% | -25.5% |
| 1Y | -19.9% | +19.7% | -39.5% | -24.5% |
| 3Y | +41.6% | -55.7% | +97.4% | +50.3% |
| 5Y | +93.1% | -82.6% | +175.7% | +124.0% |
| All | +209.9% | +115.6% | +94.3% | +143.1% |
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