-21.0%
BSX vs FIVN
-55.8%
+34.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.1% |
| 7D | -8.2% | -11.3% | +3.1% | -7.6% |
| 30D | -15.8% | -7.3% | -8.5% | -15.5% |
| 3M | -10.8% | +41.7% | -52.5% | -12.7% |
| 6M | -38.4% | +78.3% | -116.6% | -40.7% |
| YTD | -54.8% | +50.9% | -105.7% | -55.9% |
| 1Y | -59.0% | +19.7% | -78.7% | -59.3% |
| All | -21.0% | -55.8% | +34.8% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling