+294.7%
C vs FIVN
+105.2%
+189.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.5% | +1.1% |
| 7D | +2.6% | -9.6% | +12.2% | +3.8% |
| 30D | +1.9% | -11.9% | +13.8% | +3.3% |
| 3M | +2.8% | +40.1% | -37.3% | -2.2% |
| 6M | +30.6% | +68.3% | -37.8% | +19.9% |
| YTD | +19.9% | +51.5% | -31.6% | +11.2% |
| 1Y | +44.6% | +15.1% | +29.4% | +38.6% |
| 3Y | +272.1% | -55.6% | +327.7% | +287.6% |
| 5Y | +132.0% | -82.4% | +214.4% | +153.7% |
| 10Y | +294.7% | +114.5% | +180.2% | +225.5% |
| All | +294.7% | +105.2% | +189.5% | +225.5% |
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 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