+44.6%
C vs FIVN
+13.9%
+30.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.5% | +1.0% |
| 7D | +2.6% | -9.6% | +12.2% | +3.4% |
| 30D | +1.9% | -11.9% | +13.8% | +2.8% |
| 3M | +2.8% | +40.1% | -37.3% | -0.5% |
| 6M | +30.6% | +68.3% | -37.8% | +23.0% |
| YTD | +19.9% | +51.5% | -31.6% | +14.7% |
| 1Y | +44.6% | +15.1% | +29.4% | +46.9% |
| All | +44.6% | +13.9% | +30.7% | +46.9% |
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