+59.8%
D vs FIVN
+318.5%
-258.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.3% |
| 7D | +1.5% | -2.3% | +3.7% | +1.5% |
| 30D | -2.6% | +12.4% | -15.0% | -3.1% |
| 3M | 0.0% | +36.0% | -36.0% | -1.4% |
| 6M | +7.4% | +86.0% | -78.6% | +4.1% |
| YTD | +15.9% | +65.9% | -50.1% | +12.7% |
| 1Y | +18.1% | +26.5% | -8.4% | +16.3% |
| 3Y | +58.4% | -54.2% | +112.6% | +62.0% |
| 5Y | +5.2% | -80.5% | +85.7% | +9.9% |
| 10Y | +35.9% | +109.6% | -73.8% | +28.0% |
| All | +59.8% | +318.5% | -258.7% | +46.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling