-29.6%
BR vs FIVN
+27.5%
-57.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -3.0% |
| 7D | -5.3% | -2.3% | -3.0% | -5.0% |
| 30D | +6.4% | +12.4% | -6.0% | +4.5% |
| 3M | +13.6% | +36.0% | -22.4% | +8.2% |
| 6M | -6.7% | +86.0% | -92.7% | -14.8% |
| YTD | -21.1% | +65.9% | -87.0% | -27.3% |
| 1Y | -29.6% | +26.5% | -56.1% | -33.4% |
| All | -29.6% | +27.5% | -57.0% | -33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling