+149.3%
BWA vs FIVN
+118.5%
+30.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.3% |
| 7D | -1.3% | -7.8% | +6.5% | -0.5% |
| 30D | -2.9% | -1.7% | -1.2% | -2.9% |
| 3M | -10.7% | +47.2% | -57.9% | -15.1% |
| 6M | +26.5% | +82.7% | -56.3% | +15.8% |
| YTD | +49.1% | +52.9% | -3.8% | +38.8% |
| 1Y | +52.1% | +17.5% | +34.6% | +46.1% |
| 3Y | +72.6% | -55.8% | +128.4% | +82.6% |
| 5Y | +89.4% | -82.3% | +171.7% | +110.3% |
| All | +149.3% | +118.5% | +30.8% | +116.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling