+298.7%
C vs FIVN
+318.5%
-19.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | +3.6% | -2.3% | +5.9% | +3.9% |
| 30D | +0.1% | +12.4% | -12.3% | -1.7% |
| 3M | +2.4% | +36.0% | -33.6% | -2.2% |
| 6M | +24.9% | +86.0% | -61.0% | +13.4% |
| YTD | +19.8% | +65.9% | -46.1% | +10.0% |
| 1Y | +44.9% | +26.5% | +18.4% | +37.4% |
| 3Y | +263.0% | -54.2% | +317.2% | +277.6% |
| 5Y | +129.5% | -80.5% | +210.0% | +151.3% |
| 10Y | +291.6% | +109.6% | +182.0% | +205.6% |
| All | +298.7% | +318.5% | -19.8% | +181.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling