+479.9%
BR vs FIVN
+292.8%
+187.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.1% | +3.7% | -1.6% |
| 7D | -5.9% | -8.2% | +2.3% | -4.9% |
| 30D | +1.9% | -8.1% | +10.0% | +3.0% |
| 3M | +14.7% | +34.9% | -20.3% | +9.5% |
| 6M | -12.8% | +72.6% | -85.4% | -20.0% |
| YTD | -23.0% | +55.8% | -78.8% | -28.8% |
| 1Y | -31.7% | +17.1% | -48.8% | -34.6% |
| 3Y | -4.8% | -54.3% | +49.5% | 0.0% |
| 5Y | +7.8% | -81.6% | +89.4% | +22.5% |
| 10Y | +184.1% | +109.2% | +74.9% | +134.5% |
| All | +479.9% | +292.8% | +187.1% | +356.2% |
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