-15.9%
BURL vs FIVN
-81.1%
+65.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -17.6% | +16.0% | +2.0% |
| 7D | +4.1% | -22.6% | +26.7% | +9.3% |
| 30D | -9.5% | -16.8% | +7.3% | -6.6% |
| 3M | -33.5% | -0.9% | -32.6% | -34.6% |
| 6M | -22.1% | +28.4% | -50.5% | -28.4% |
| YTD | -14.6% | +40.2% | -54.8% | -25.2% |
| 1Y | -8.4% | +30.5% | -38.9% | -18.7% |
| 3Y | +86.6% | -56.2% | +142.8% | +110.4% |
| All | -15.9% | -81.1% | +65.2% | +12.7% |
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