-24.1%
BUD vs FIVN
+115.6%
-139.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -3.2% | -11.3% | +8.1% | -2.4% |
| 30D | -3.7% | -7.3% | +3.6% | -3.2% |
| 3M | -4.4% | +41.7% | -46.1% | -7.0% |
| 6M | +7.7% | +78.3% | -70.5% | +2.4% |
| YTD | +23.1% | +50.9% | -27.8% | +18.1% |
| 1Y | +33.6% | +19.7% | +14.0% | +30.3% |
| 3Y | +44.7% | -55.7% | +100.5% | +50.2% |
| 5Y | +44.9% | -82.6% | +127.5% | +58.0% |
| All | -24.1% | +115.6% | -139.7% | -40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling