-8.4%
BURL vs FIVN
+23.8%
-32.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -17.6% | +16.0% | -1.1% |
| 7D | +4.1% | -22.6% | +26.7% | +4.7% |
| 30D | -9.5% | -16.8% | +7.3% | -9.0% |
| 3M | -33.5% | -0.9% | -32.6% | -33.0% |
| 6M | -22.1% | +28.4% | -50.5% | -21.1% |
| YTD | -14.6% | +40.2% | -54.8% | -14.4% |
| 1Y | -8.4% | +30.5% | -38.9% | -8.6% |
| All | -8.4% | +23.8% | -32.1% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling