-55.4%
BSX vs FIVN
+27.5%
-82.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +1.8% |
| 7D | +2.0% | -2.3% | +4.3% | +2.0% |
| 30D | +0.1% | +12.4% | -12.3% | +0.1% |
| 3M | -2.1% | +36.0% | -38.2% | -2.6% |
| 6M | -33.8% | +86.0% | -119.8% | -32.9% |
| YTD | -49.9% | +65.9% | -115.8% | -48.6% |
| 1Y | -55.4% | +26.5% | -81.9% | -54.9% |
| All | -55.4% | +27.5% | -82.9% | -54.9% |
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