+45.0%
BRKR vs FIVN
+47.2%
-2.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -6.1% | -2.9% | -8.4% |
| 7D | -6.4% | -8.7% | +2.4% | -5.5% |
| 30D | -4.0% | +2.6% | -6.6% | -4.0% |
| 3M | +10.7% | +15.3% | -4.6% | +9.6% |
| 6M | +53.0% | +40.7% | +12.3% | +49.3% |
| YTD | +23.6% | +70.3% | -46.6% | +17.5% |
| 1Y | +45.0% | +50.0% | -5.0% | +41.8% |
| All | +45.0% | +47.2% | -2.1% | +41.8% |
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