-13.2%
BRKR vs FIVN
-55.2%
+42.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.5% |
| 7D | -8.7% | -7.8% | -0.8% | -7.2% |
| 30D | -9.9% | -1.7% | -8.1% | -9.7% |
| 3M | -3.1% | +47.2% | -50.3% | -11.7% |
| 6M | +45.5% | +82.7% | -37.2% | +22.9% |
| YTD | +13.7% | +52.9% | -39.2% | -0.4% |
| 1Y | +67.4% | +17.5% | +50.0% | +56.8% |
| 3Y | -13.2% | -55.8% | +42.6% | -8.6% |
| All | -13.2% | -55.2% | +42.0% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling