-0.4%
BUD vs FIVN
+318.5%
-318.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.3% |
| 7D | +0.3% | -2.3% | +2.6% | +0.4% |
| 30D | -5.7% | +12.4% | -18.1% | -6.6% |
| 3M | +3.1% | +36.0% | -32.9% | +0.5% |
| 6M | +7.9% | +86.0% | -78.1% | +2.2% |
| YTD | +27.3% | +65.9% | -38.6% | +21.2% |
| 1Y | +37.8% | +26.5% | +11.3% | +33.7% |
| 3Y | +49.8% | -54.2% | +104.1% | +54.9% |
| 5Y | +43.8% | -80.5% | +124.3% | +55.0% |
| 10Y | -22.6% | +109.6% | -132.3% | -35.7% |
| All | -0.4% | +318.5% | -318.9% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling