-4.7%
BN vs FIVN
+55.4%
-60.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.4% | +5.9% |
| 7D | +12.0% | -3.4% | +15.4% | +12.3% |
| 30D | +17.0% | +5.8% | +11.3% | +16.3% |
| 3M | -3.2% | +22.0% | -25.3% | -5.3% |
| 6M | -3.9% | +55.7% | -59.6% | -8.2% |
| YTD | -5.6% | +81.3% | -86.9% | -12.5% |
| 1Y | -4.7% | +58.0% | -62.7% | -9.2% |
| All | -4.7% | +55.4% | -60.1% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling