+86.1%
BP vs FIVN
+318.5%
-232.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +0.7% |
| 7D | +3.9% | -2.3% | +6.2% | +4.1% |
| 30D | +7.6% | +12.4% | -4.8% | +6.8% |
| 3M | +0.7% | +36.0% | -35.3% | -1.3% |
| 6M | +15.5% | +86.0% | -70.5% | +10.7% |
| YTD | +30.8% | +65.9% | -35.1% | +25.9% |
| 1Y | +34.3% | +26.5% | +7.8% | +31.3% |
| 3Y | +35.1% | -54.2% | +89.3% | +38.3% |
| 5Y | +126.8% | -80.5% | +207.3% | +139.2% |
| 10Y | +123.4% | +109.6% | +13.7% | +87.1% |
| All | +86.1% | +318.5% | -232.4% | +44.0% |
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