+68.8%
BN vs FIVN
-55.7%
+124.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.8% | -1.4% |
| 7D | -3.0% | -9.6% | +6.6% | -1.1% |
| 30D | -13.0% | -11.9% | -1.1% | -11.0% |
| 3M | -15.2% | +40.1% | -55.3% | -21.7% |
| 6M | -5.9% | +68.3% | -74.3% | -18.4% |
| YTD | -15.8% | +51.5% | -67.3% | -25.6% |
| 1Y | -12.2% | +15.1% | -27.3% | -16.9% |
| All | +68.8% | -55.7% | +124.5% | +80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling