+255.9%
C vs FIVN
+249.1%
+6.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.7% |
| 7D | -0.4% | -22.4% | +22.1% | +2.5% |
| 30D | -5.2% | -23.8% | +18.6% | -2.4% |
| 3M | -9.1% | -19.5% | +10.4% | -7.5% |
| 6M | -1.6% | +25.6% | -27.1% | -6.0% |
| YTD | +6.9% | +38.4% | -31.5% | -0.3% |
| 1Y | +23.0% | +33.7% | -10.7% | +15.0% |
| 3Y | +216.1% | -56.2% | +272.3% | +229.2% |
| 5Y | +112.2% | -82.9% | +195.2% | +135.3% |
| 10Y | +208.8% | +103.6% | +105.2% | +140.4% |
| All | +255.9% | +249.1% | +6.8% | +154.8% |
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