+134.1%
BP vs FIVN
+118.5%
+15.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | 0.0% |
| 7D | +5.2% | -7.8% | +13.1% | +5.6% |
| 30D | +8.7% | -1.7% | +10.4% | +8.7% |
| 3M | +9.3% | +47.2% | -37.9% | +6.8% |
| 6M | +13.6% | +82.7% | -69.1% | +9.3% |
| YTD | +37.7% | +52.9% | -15.2% | +33.4% |
| 1Y | +40.6% | +17.5% | +23.2% | +38.4% |
| 3Y | +40.3% | -55.8% | +96.2% | +43.8% |
| 5Y | +141.4% | -82.3% | +223.7% | +154.1% |
| All | +134.1% | +118.5% | +15.6% | +102.6% |
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 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