-15.8%
BMRN vs FIVN
-82.2%
+66.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.1% |
| 7D | -1.3% | -7.8% | +6.6% | -0.1% |
| 30D | -6.5% | -1.7% | -4.8% | -6.4% |
| 3M | +18.3% | +47.2% | -28.9% | +10.5% |
| 6M | +8.9% | +82.7% | -73.8% | -3.1% |
| YTD | +10.5% | +52.9% | -42.4% | +0.8% |
| 1Y | +17.5% | +17.5% | 0.0% | +11.5% |
| 3Y | -27.7% | -55.8% | +28.1% | -22.5% |
| All | -15.8% | -82.2% | +66.4% | -3.6% |
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