+59.8%
D vs FIVN
+318.5%
-258.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.3% |
| 7D | +0.4% | -2.3% | +2.7% | +0.5% |
| 30D | -3.6% | +12.4% | -16.0% | -4.1% |
| 3M | -1.0% | +36.0% | -37.0% | -2.4% |
| 6M | +6.3% | +86.0% | -79.7% | +3.0% |
| YTD | +14.7% | +65.9% | -51.2% | +11.6% |
| 1Y | +16.9% | +26.5% | -9.6% | +15.1% |
| 3Y | +56.8% | -54.2% | +111.0% | +60.4% |
| 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 all: 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…
all analysis · Full analysis span regression · 6 months rolling