-53.6%
BSX vs FIVN
+55.4%
-109.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.7% | +5.3% |
| 7D | +8.0% | -3.4% | +11.4% | +8.1% |
| 30D | +8.1% | +5.8% | +2.3% | +7.9% |
| 3M | -6.7% | +22.0% | -28.7% | -6.9% |
| 6M | -19.4% | +55.7% | -75.1% | -19.7% |
| YTD | -51.9% | +81.3% | -133.2% | -50.5% |
| 1Y | -53.6% | +58.0% | -111.6% | -51.9% |
| All | -53.6% | +55.4% | -109.1% | -51.9% |
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