+141.1%
BP vs FIVN
-82.0%
+223.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.5% | +1.9% |
| 7D | +4.0% | -9.6% | +13.6% | +4.4% |
| 30D | +7.8% | -11.9% | +19.8% | +8.3% |
| 3M | +8.4% | +40.1% | -31.7% | +6.2% |
| 6M | +15.1% | +68.3% | -53.3% | +11.3% |
| YTD | +36.4% | +51.5% | -15.1% | +32.4% |
| 1Y | +40.9% | +15.1% | +25.8% | +39.4% |
| 3Y | +38.8% | -55.6% | +94.4% | +43.1% |
| 5Y | +141.1% | -82.4% | +223.5% | +145.5% |
| All | +141.1% | -82.0% | +223.1% | +145.5% |
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