+109.8%
BTSG vs FIVN
+20.3%
+89.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.3% |
| 7D | -3.3% | -7.8% | +4.6% | -2.3% |
| 30D | -1.6% | -1.7% | +0.1% | -1.6% |
| 3M | -6.9% | +47.2% | -54.1% | -12.1% |
| 6M | +42.1% | +82.7% | -40.6% | +26.3% |
| YTD | +56.8% | +52.9% | +3.9% | +43.9% |
| 1Y | +109.8% | +17.5% | +92.4% | +97.8% |
| All | +109.8% | +20.3% | +89.5% | +97.8% |
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