+47.2%
BP vs FIVN
-55.3%
+102.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.4% | +1.5% |
| 7D | -0.8% | -22.8% | +22.0% | -0.4% |
| 30D | -3.1% | -21.3% | +18.2% | -2.8% |
| 3M | +6.2% | -14.0% | +20.1% | +6.3% |
| 6M | +4.8% | +31.1% | -26.3% | +3.3% |
| YTD | +35.2% | +40.0% | -4.8% | +32.9% |
| 1Y | +27.4% | +38.1% | -10.7% | +25.2% |
| All | +47.2% | -55.3% | +102.4% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling