+184.5%
BNS vs FIVN
+282.0%
-97.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.6% |
| 7D | -1.3% | -9.6% | +8.3% | -0.6% |
| 30D | +4.0% | -11.9% | +15.9% | +4.8% |
| 3M | +13.8% | +40.1% | -26.3% | +10.8% |
| 6M | +32.7% | +68.3% | -35.7% | +26.7% |
| YTD | +27.6% | +51.5% | -23.9% | +22.4% |
| 1Y | +47.4% | +15.1% | +32.3% | +44.0% |
| 3Y | +129.0% | -55.6% | +184.6% | +135.9% |
| 5Y | +92.7% | -82.4% | +175.1% | +105.6% |
| 10Y | +182.1% | +114.5% | +67.6% | +152.3% |
| All | +184.5% | +282.0% | -97.5% | +142.6% |
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