+26.0%
C vs FIVN
+55.4%
-29.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | 0.0% | +1.6% |
| 7D | +1.1% | -3.4% | +4.5% | +1.3% |
| 30D | -2.4% | +5.8% | -8.2% | -2.8% |
| 3M | -8.4% | +22.0% | -30.4% | -9.8% |
| 6M | +0.3% | +55.7% | -55.4% | -2.7% |
| YTD | +9.1% | +81.3% | -72.2% | +3.9% |
| 1Y | +26.0% | +58.0% | -31.9% | +23.6% |
| All | +26.0% | +55.4% | -29.4% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling