+38.5%
D vs FIVN
+105.2%
-66.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.1% | -1.6% |
| 7D | -0.4% | -9.6% | +9.1% | 0.0% |
| 30D | -2.1% | -11.9% | +9.8% | -1.6% |
| 3M | -0.7% | +40.1% | -40.8% | -2.5% |
| 6M | +5.6% | +68.3% | -62.8% | +2.4% |
| YTD | +14.6% | +51.5% | -36.9% | +11.5% |
| 1Y | +15.3% | +15.1% | +0.2% | +13.9% |
| 3Y | +59.1% | -55.6% | +114.7% | +63.8% |
| 5Y | +3.9% | -82.4% | +86.3% | +10.5% |
| 10Y | +38.5% | +114.5% | -76.0% | +27.5% |
| All | +38.5% | +105.2% | -66.7% | +27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling