-20.3%
BROS vs FIVN
+55.4%
-75.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.8% |
| 7D | +2.5% | -3.4% | +5.9% | +2.9% |
| 30D | +15.1% | +5.8% | +9.3% | +14.1% |
| 3M | -31.4% | +22.0% | -53.4% | -33.6% |
| 6M | -22.6% | +55.7% | -78.3% | -28.4% |
| YTD | -28.1% | +81.3% | -109.4% | -33.5% |
| 1Y | -20.3% | +58.0% | -78.2% | -19.2% |
| All | -20.3% | +55.4% | -75.7% | -19.2% |
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 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