+256.9%
BN vs FIVN
+115.6%
+141.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -5.9% | -11.3% | +5.4% | -4.0% |
| 30D | -15.1% | -7.3% | -7.8% | -14.1% |
| 3M | -14.6% | +41.7% | -56.3% | -20.3% |
| 6M | -8.4% | +78.3% | -86.7% | -19.3% |
| YTD | -16.8% | +50.9% | -67.7% | -24.9% |
| 1Y | -14.4% | +19.7% | -34.0% | -19.7% |
| 3Y | +70.1% | -55.7% | +125.8% | +81.8% |
| 5Y | +33.5% | -82.6% | +116.1% | +53.9% |
| All | +256.9% | +115.6% | +141.3% | +217.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling