+221.9%
BURL vs FIVN
+86.2%
+135.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -3.0% |
| 7D | -1.6% | -2.8% | +1.3% | -1.0% |
| 30D | -7.7% | -17.4% | +9.7% | -5.0% |
| 3M | -31.7% | -19.2% | -12.5% | -29.6% |
| 6M | -15.2% | +29.4% | -44.5% | -21.2% |
| YTD | -15.9% | +36.3% | -52.2% | -24.5% |
| 1Y | -14.2% | +33.5% | -47.7% | -22.9% |
| 3Y | +93.5% | -56.8% | +150.4% | +110.4% |
| 5Y | -9.9% | -83.0% | +73.1% | +11.2% |
| All | +221.9% | +86.2% | +135.7% | +162.1% |
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 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