-19.8%
BURL vs FIVN
+41.7%
-61.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.1% | +3.1% | -2.5% |
| 7D | +3.5% | -8.7% | +12.2% | +4.1% |
| 30D | -9.3% | +2.6% | -11.8% | -9.4% |
| 3M | -32.1% | +15.3% | -47.4% | -32.2% |
| 6M | -19.8% | +40.7% | -60.5% | -19.9% |
| All | -19.8% | +41.7% | -61.5% | -19.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling