+50.7%
BNS vs FIVN
+27.5%
+23.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.3% | -1.1% |
| 7D | +1.5% | -2.3% | +3.8% | +1.6% |
| 30D | +6.0% | +12.4% | -6.4% | +5.8% |
| 3M | +16.3% | +36.0% | -19.7% | +16.1% |
| 6M | +28.8% | +86.0% | -57.2% | +27.0% |
| YTD | +30.0% | +65.9% | -36.0% | +28.3% |
| 1Y | +50.7% | +26.5% | +24.2% | +48.8% |
| All | +50.7% | +27.5% | +23.2% | +48.8% |
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