-7.8%
BRO vs FIVN
-55.2%
+47.4%
-55.8%
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% | -0.3% |
| 7D | -7.3% | -7.8% | +0.5% | -6.8% |
| 30D | -6.9% | -1.7% | -5.1% | -6.8% |
| 3M | +10.7% | +47.2% | -36.5% | +7.8% |
| 6M | -2.7% | +82.7% | -85.4% | -6.6% |
| YTD | -16.3% | +52.9% | -69.2% | -19.0% |
| 1Y | -29.1% | +17.5% | -46.6% | -30.4% |
| 3Y | -7.8% | -55.8% | +48.0% | -5.0% |
| All | -7.8% | -55.2% | +47.4% | -5.0% |
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