+75.2%
D vs FIVN
-55.1%
+130.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -0.5% |
| 7D | +0.8% | -19.3% | +20.1% | +0.7% |
| 30D | +10.7% | -20.7% | +31.4% | +10.7% |
| 3M | +2.3% | -15.1% | +17.3% | +2.3% |
| 6M | +12.5% | +30.6% | -18.1% | +12.4% |
| YTD | +20.1% | +44.0% | -23.9% | +20.2% |
| 1Y | +15.6% | +45.5% | -30.0% | +15.6% |
| 3Y | +75.2% | -52.8% | +127.9% | +81.7% |
| All | +75.2% | -55.1% | +130.3% | +81.7% |
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