+113.1%
BTI vs FIVN
+292.8%
-179.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.8% | -0.1% |
| 7D | -1.4% | -8.2% | +6.9% | -1.0% |
| 30D | -7.0% | -8.1% | +1.1% | -6.8% |
| 3M | -6.3% | +34.9% | -41.2% | -7.7% |
| 6M | -2.0% | +72.6% | -74.6% | -4.7% |
| YTD | +0.2% | +55.8% | -55.6% | -2.3% |
| 1Y | +3.8% | +17.1% | -13.4% | +2.4% |
| 3Y | +112.1% | -54.3% | +166.4% | +117.3% |
| 5Y | +113.6% | -81.6% | +195.2% | +126.4% |
| 10Y | +69.6% | +109.2% | -39.6% | +48.7% |
| All | +113.1% | +292.8% | -179.8% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling