+130.2%
C vs FIVN
-81.5%
+211.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | +0.2% |
| 7D | +3.2% | -8.2% | +11.4% | +4.5% |
| 30D | +1.3% | -8.1% | +9.4% | +2.4% |
| 3M | +3.1% | +34.9% | -31.8% | -2.6% |
| 6M | +29.6% | +72.6% | -43.0% | +15.9% |
| YTD | +19.0% | +55.8% | -36.8% | +7.8% |
| 1Y | +45.6% | +17.1% | +28.5% | +38.2% |
| 3Y | +269.3% | -54.3% | +323.6% | +289.3% |
| All | +130.2% | -81.5% | +211.7% | +151.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling