+50.2%
BUD vs FIVN
-82.8%
+133.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.4% | -2.4% |
| 7D | +0.5% | -22.8% | +23.3% | +1.9% |
| 30D | +7.4% | -21.3% | +28.7% | +8.7% |
| 3M | +4.3% | -14.0% | +18.3% | +4.8% |
| 6M | +5.3% | +31.1% | -25.8% | +2.6% |
| YTD | +33.2% | +40.0% | -6.8% | +28.4% |
| 1Y | +31.8% | +38.1% | -6.3% | +27.0% |
| 3Y | +47.8% | -55.7% | +103.4% | +54.4% |
| 5Y | +50.2% | -82.5% | +132.7% | +62.5% |
| All | +50.2% | -82.8% | +133.0% | +62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling