+48.4%
D vs FIVN
+104.7%
-56.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.6% | -0.5% |
| 7D | -2.4% | -22.8% | +20.4% | -1.5% |
| 30D | +9.0% | -21.3% | +30.3% | +9.9% |
| 3M | +1.0% | -14.0% | +14.9% | +1.3% |
| 6M | +11.0% | +31.1% | -20.1% | +8.9% |
| YTD | +19.8% | +40.0% | -20.2% | +16.7% |
| 1Y | +16.0% | +38.1% | -22.1% | +13.0% |
| 3Y | +74.4% | -55.7% | +130.0% | +79.0% |
| 5Y | +13.5% | -82.5% | +96.1% | +20.3% |
| 10Y | +48.4% | +92.4% | -44.0% | +40.5% |
| All | +48.4% | +104.7% | -56.4% | +40.5% |
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