+186.9%
BNS vs FIVN
+118.5%
+68.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.6% |
| 7D | -0.4% | -7.8% | +7.5% | +0.1% |
| 30D | +3.5% | -1.7% | +5.2% | +3.5% |
| 3M | +14.1% | +47.2% | -33.1% | +10.5% |
| 6M | +33.8% | +82.7% | -48.9% | +26.7% |
| YTD | +29.5% | +52.9% | -23.5% | +23.9% |
| 1Y | +48.4% | +17.5% | +30.9% | +44.7% |
| 3Y | +129.6% | -55.8% | +185.4% | +137.6% |
| 5Y | +96.1% | -82.3% | +178.4% | +109.6% |
| All | +186.9% | +118.5% | +68.4% | +164.9% |
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