+91.7%
BKNG vs FIVN
-82.4%
+174.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -10.7% | -11.3% | +0.6% | -8.5% |
| 30D | -18.1% | -7.3% | -10.8% | -17.0% |
| 3M | +8.5% | +41.7% | -33.2% | +0.3% |
| 6M | -0.1% | +78.3% | -78.3% | -13.2% |
| YTD | -18.2% | +50.9% | -69.1% | -26.9% |
| 1Y | -19.9% | +19.7% | -39.5% | -25.3% |
| 3Y | +41.6% | -55.7% | +97.4% | +53.4% |
| All | +91.7% | -82.4% | +174.1% | +132.3% |
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