+534.7%
BNY vs FIVN
+285.7%
+249.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.1% |
| 7D | -1.3% | -7.8% | +6.5% | -0.6% |
| 30D | -0.2% | -1.7% | +1.6% | -0.1% |
| 3M | +14.9% | +47.2% | -32.3% | +10.1% |
| 6M | +40.0% | +82.7% | -42.7% | +30.2% |
| YTD | +42.0% | +52.9% | -10.9% | +34.0% |
| 1Y | +56.9% | +17.5% | +39.4% | +51.5% |
| 3Y | +289.9% | -55.8% | +345.7% | +303.1% |
| 5Y | +259.2% | -82.3% | +341.5% | +286.6% |
| 10Y | +413.3% | +116.5% | +296.7% | +311.6% |
| All | +534.7% | +285.7% | +249.0% | +371.6% |
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