+33.2%
BN vs FIVN
-82.0%
+115.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.8% | -1.3% |
| 7D | -3.0% | -9.6% | +6.6% | -0.9% |
| 30D | -13.0% | -11.9% | -1.1% | -10.8% |
| 3M | -15.2% | +40.1% | -55.3% | -22.3% |
| 6M | -5.9% | +68.3% | -74.3% | -19.2% |
| YTD | -15.8% | +51.5% | -67.3% | -26.4% |
| 1Y | -12.2% | +15.1% | -27.3% | -18.2% |
| 3Y | +72.2% | -55.6% | +127.8% | +90.5% |
| 5Y | +33.2% | -82.4% | +115.6% | +64.7% |
| All | +33.2% | -82.0% | +115.2% | +64.7% |
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 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