+70.1%
BWA vs FIVN
-55.8%
+125.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -0.1% | -11.3% | +11.2% | +1.0% |
| 30D | -5.5% | -7.3% | +1.8% | -4.9% |
| 3M | -7.6% | +41.7% | -49.3% | -11.1% |
| 6M | +25.0% | +78.3% | -53.3% | +15.6% |
| YTD | +47.0% | +50.9% | -3.9% | +38.7% |
| 1Y | +54.0% | +19.7% | +34.3% | +51.0% |
| All | +70.1% | -55.8% | +125.9% | +99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling