+81.0%
BSX vs FIVN
+118.5%
-37.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.4% |
| 7D | -10.1% | -7.8% | -2.2% | -9.2% |
| 30D | -16.4% | -1.7% | -14.7% | -16.3% |
| 3M | -8.9% | +47.2% | -56.1% | -13.3% |
| 6M | -38.3% | +82.7% | -121.0% | -43.4% |
| YTD | -54.9% | +52.9% | -107.8% | -58.0% |
| 1Y | -58.8% | +17.5% | -76.3% | -60.4% |
| 3Y | -21.2% | -55.8% | +34.6% | -16.6% |
| 5Y | -3.3% | -82.3% | +79.0% | +12.3% |
| All | +81.0% | +118.5% | -37.6% | +28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling