+47.5%
BUD vs FIVN
-55.3%
+102.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.4% | -2.3% |
| 7D | +0.5% | -22.8% | +23.3% | +1.2% |
| 30D | +7.4% | -21.3% | +28.7% | +8.0% |
| 3M | +4.3% | -14.0% | +18.3% | +4.5% |
| 6M | +5.3% | +31.1% | -25.8% | +4.1% |
| YTD | +33.2% | +40.0% | -6.8% | +31.2% |
| 1Y | +31.8% | +38.1% | -6.3% | +29.7% |
| All | +47.5% | -55.3% | +102.8% | +54.9% |
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 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