+96.4%
BP vs FIVN
+243.6%
-147.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.0% |
| 7D | +3.8% | -2.8% | +6.7% | +3.9% |
| 30D | -5.3% | -17.4% | +12.1% | -4.6% |
| 3M | +9.3% | -19.2% | +28.4% | +10.0% |
| 6M | +7.2% | +29.4% | -22.1% | +4.8% |
| YTD | +38.0% | +36.3% | +1.8% | +33.7% |
| 1Y | +33.2% | +33.5% | -0.3% | +29.0% |
| 3Y | +50.3% | -56.8% | +107.1% | +53.7% |
| 5Y | +114.1% | -83.0% | +197.1% | +126.8% |
| 10Y | +140.7% | +87.3% | +53.5% | +101.9% |
| All | +96.4% | +243.6% | -147.3% | +52.9% |
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 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