+393.0%
BN vs FIVN
+243.6%
+149.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.2% |
| 7D | -1.0% | -2.8% | +1.9% | -0.6% |
| 30D | +14.0% | -17.4% | +31.4% | +16.7% |
| 3M | -9.0% | -19.2% | +10.2% | -6.9% |
| 6M | -8.8% | +29.4% | -38.2% | -14.0% |
| YTD | -10.3% | +36.3% | -46.5% | -17.3% |
| 1Y | -5.8% | +33.5% | -39.3% | -13.0% |
| 3Y | +94.8% | -56.8% | +151.6% | +105.8% |
| 5Y | +31.5% | -83.0% | +114.5% | +48.9% |
| 10Y | +291.9% | +87.3% | +204.7% | +249.1% |
| All | +393.0% | +243.6% | +149.4% | +312.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling