+10.8%
BTDR vs FIVN
-55.8%
+66.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.4% | -6.1% | -6.3% |
| 7D | -3.2% | -11.3% | +8.1% | +1.8% |
| 30D | +32.7% | -7.3% | +40.0% | +36.2% |
| 3M | -28.4% | +41.7% | -70.1% | -41.9% |
| 6M | +51.7% | +78.3% | -26.5% | +1.3% |
| YTD | +2.9% | +50.9% | -48.0% | -26.9% |
| 1Y | -15.5% | +19.7% | -35.1% | -29.6% |
| All | +10.8% | -55.8% | +66.6% | +82.0% |
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