+270.6%
C vs FIVN
-52.8%
+323.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.1% |
| 7D | +3.6% | -2.3% | +5.9% | +4.0% |
| 30D | +0.1% | +12.4% | -12.3% | -2.2% |
| 3M | +2.4% | +36.0% | -33.6% | -3.2% |
| 6M | +24.9% | +86.0% | -61.0% | +10.0% |
| YTD | +19.8% | +65.9% | -46.1% | +7.4% |
| 1Y | +44.9% | +26.5% | +18.4% | +36.9% |
| All | +270.6% | -52.8% | +323.4% | +270.1% |
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