-36.8%
BRKR vs FIVN
-82.2%
+45.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.5% |
| 7D | -8.7% | -7.8% | -0.8% | -7.1% |
| 30D | -9.9% | -1.7% | -8.1% | -9.7% |
| 3M | -3.1% | +47.2% | -50.3% | -12.3% |
| 6M | +45.5% | +82.7% | -37.2% | +22.2% |
| YTD | +13.7% | +52.9% | -39.2% | -1.2% |
| 1Y | +67.4% | +17.5% | +50.0% | +54.5% |
| 3Y | -13.2% | -55.8% | +42.6% | -4.0% |
| All | -36.8% | -82.2% | +45.3% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling