+23.9%
BMY vs FIVN
-82.6%
+106.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -6.4% | -11.3% | +4.9% | -5.8% |
| 30D | +0.2% | -7.3% | +7.5% | +0.5% |
| 3M | +16.0% | +41.7% | -25.7% | +13.9% |
| 6M | +8.3% | +78.3% | -69.9% | +4.8% |
| YTD | +22.2% | +50.9% | -28.7% | +19.1% |
| 1Y | +41.7% | +19.7% | +22.0% | +39.7% |
| 3Y | +20.7% | -55.7% | +76.5% | +22.8% |
| 5Y | +23.9% | -82.6% | +106.5% | +30.3% |
| All | +23.9% | -82.6% | +106.5% | +30.3% |
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