+61.9%
D vs FIVN
-55.5%
+117.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.1% | +6.7% | +0.7% |
| 7D | +0.8% | -8.2% | +9.0% | +0.9% |
| 30D | -0.7% | -8.1% | +7.4% | -0.6% |
| 3M | +2.1% | +34.9% | -32.8% | +1.6% |
| 6M | +6.8% | +72.6% | -65.8% | +5.6% |
| YTD | +16.5% | +55.8% | -39.2% | +15.6% |
| 1Y | +19.2% | +17.1% | +2.0% | +20.1% |
| 3Y | +61.9% | -54.3% | +116.2% | +65.3% |
| All | +61.9% | -55.5% | +117.4% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling