+426.2%
BTSG vs FIVN
-61.2%
+487.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.4% | -6.2% | -6.6% |
| 7D | -5.8% | -11.3% | +5.5% | -3.7% |
| 30D | 0.0% | -7.3% | +7.3% | +1.1% |
| 3M | -4.5% | +41.7% | -46.2% | -11.6% |
| 6M | +40.0% | +78.3% | -38.2% | +20.9% |
| YTD | +54.6% | +50.9% | +3.7% | +37.4% |
| 1Y | +106.1% | +19.7% | +86.5% | +92.4% |
| All | +426.2% | -61.2% | +487.4% | +426.3% |
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 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