+6.3%
CART vs FIVN
+16.7%
-10.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -6.1% | +0.1% | -4.7% |
| 7D | -4.1% | -8.2% | +4.1% | -2.2% |
| 30D | -4.3% | -8.1% | +3.8% | -2.7% |
| 3M | +13.1% | +34.9% | -21.8% | +6.5% |
| 6M | +26.0% | +72.6% | -46.6% | +13.8% |
| YTD | +6.7% | +55.8% | -49.0% | -3.4% |
| 1Y | +6.3% | +17.1% | -10.9% | -11.1% |
| All | +6.3% | +16.7% | -10.4% | -11.1% |
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 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