-15.2%
BTDR vs FIVN
+20.3%
-35.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.4% | +3.6% |
| 7D | -3.4% | -7.8% | +4.5% | -2.8% |
| 30D | +32.6% | -1.7% | +34.3% | +32.7% |
| 3M | -32.2% | +47.2% | -79.4% | -34.9% |
| 6M | +52.4% | +82.7% | -30.4% | +36.5% |
| YTD | +6.7% | +52.9% | -46.2% | -2.1% |
| 1Y | -15.2% | +17.5% | -32.7% | +1.2% |
| All | -15.2% | +20.3% | -35.6% | +1.2% |
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