+3.1%
BTDR vs FIVN
+27.5%
-24.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.4% | +6.4% | +4.2% |
| 7D | +20.0% | -2.3% | +22.3% | +20.2% |
| 30D | +11.9% | +12.4% | -0.5% | +10.5% |
| 3M | -36.9% | +36.0% | -73.0% | -38.8% |
| 6M | +56.5% | +86.0% | -29.5% | +40.5% |
| YTD | +10.4% | +65.9% | -55.5% | +0.8% |
| 1Y | +3.1% | +26.5% | -23.4% | +19.3% |
| All | +3.1% | +27.5% | -24.4% | +19.3% |
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