+789.8%
BURL vs FIVN
+318.5%
+471.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.1% | +3.0% |
| 7D | -2.8% | -2.3% | -0.5% | -2.5% |
| 30D | -28.2% | +12.4% | -40.6% | -29.9% |
| 3M | -17.6% | +36.0% | -53.6% | -22.5% |
| 6M | -11.8% | +86.0% | -97.7% | -22.4% |
| YTD | -8.1% | +65.9% | -74.1% | -18.3% |
| 1Y | -12.0% | +26.5% | -38.5% | -18.3% |
| 3Y | +63.3% | -54.2% | +117.5% | +74.5% |
| 5Y | -10.8% | -80.5% | +69.6% | +3.6% |
| 10Y | +215.9% | +109.6% | +106.3% | +169.2% |
| All | +789.8% | +318.5% | +471.3% | +578.9% |
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 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