+256.9%
BNY vs FIVN
-82.2%
+339.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.1% |
| 7D | -1.3% | -7.8% | +6.5% | -0.4% |
| 30D | -0.2% | -1.7% | +1.6% | -0.1% |
| 3M | +14.9% | +47.2% | -32.3% | +8.3% |
| 6M | +40.0% | +82.7% | -42.7% | +26.2% |
| YTD | +42.0% | +52.9% | -10.9% | +30.8% |
| 1Y | +56.9% | +17.5% | +39.4% | +49.9% |
| 3Y | +289.9% | -55.8% | +345.7% | +314.9% |
| All | +256.9% | -82.2% | +339.1% | +296.9% |
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 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