+602.4%
BLDR vs FIVN
+292.8%
+309.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.1% | +1.3% | -3.7% |
| 7D | -0.3% | -8.2% | +7.9% | +1.4% |
| 30D | -16.2% | -8.1% | -8.1% | -15.0% |
| 3M | -14.4% | +34.9% | -49.3% | -20.3% |
| 6M | -32.8% | +72.6% | -105.4% | -42.0% |
| YTD | -39.2% | +55.8% | -94.9% | -46.8% |
| 1Y | -57.7% | +17.1% | -74.8% | -60.7% |
| 3Y | -55.3% | -54.3% | -0.9% | -51.3% |
| 5Y | +15.6% | -81.6% | +97.2% | +42.7% |
| 10Y | +359.8% | +109.2% | +250.6% | +263.2% |
| All | +602.4% | +292.8% | +309.5% | +401.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling