-34.8%
BROS vs FIVN
+27.5%
-62.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.1% |
| 7D | -6.7% | -2.3% | -4.4% | -6.4% |
| 30D | -29.1% | +12.4% | -41.5% | -30.4% |
| 3M | -16.7% | +36.0% | -52.7% | -21.2% |
| 6M | -11.6% | +86.0% | -97.6% | -20.9% |
| YTD | -23.9% | +65.9% | -89.8% | -30.0% |
| 1Y | -34.8% | +26.5% | -61.3% | -43.4% |
| All | -34.8% | +27.5% | -62.3% | -43.4% |
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