+42.7%
BWA vs FIVN
+282.0%
-239.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.2% | -1.2% |
| 7D | +0.1% | -9.6% | +9.7% | +1.2% |
| 30D | -5.6% | -11.9% | +6.4% | -4.4% |
| 3M | -10.7% | +40.1% | -50.8% | -14.6% |
| 6M | +23.2% | +68.3% | -45.2% | +14.0% |
| YTD | +46.0% | +51.5% | -5.5% | +36.0% |
| 1Y | +51.2% | +15.1% | +36.0% | +45.4% |
| 3Y | +69.6% | -55.6% | +125.1% | +78.6% |
| 5Y | +86.6% | -82.4% | +169.0% | +108.5% |
| 10Y | +152.3% | +114.5% | +37.8% | +104.1% |
| All | +42.7% | +282.0% | -239.3% | +5.5% |
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