+759.5%
BURL vs FIVN
+253.1%
+506.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +0.7% |
| 7D | -0.8% | -22.8% | +22.0% | +3.1% |
| 30D | -4.4% | -21.3% | +16.9% | -1.2% |
| 3M | -28.6% | -14.0% | -14.6% | -27.5% |
| 6M | -12.3% | +31.1% | -43.4% | -17.9% |
| YTD | -11.3% | +40.0% | -51.3% | -19.5% |
| 1Y | -10.4% | +38.1% | -48.5% | -18.7% |
| 3Y | +96.1% | -55.7% | +151.7% | +109.0% |
| 5Y | -5.0% | -82.5% | +77.5% | +12.0% |
| 10Y | +251.8% | +92.4% | +159.4% | +204.6% |
| All | +759.5% | +253.1% | +506.4% | +569.3% |
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