+38.3%
DD vs FIVN
+27.5%
+10.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.4% |
| 7D | -3.5% | -2.3% | -1.2% | -3.4% |
| 30D | -10.3% | +12.4% | -22.7% | -10.8% |
| 3M | -7.5% | +36.0% | -43.6% | -9.0% |
| 6M | -8.0% | +86.0% | -94.0% | -11.3% |
| YTD | +10.5% | +65.9% | -55.5% | +7.6% |
| 1Y | +38.3% | +26.5% | +11.8% | +36.7% |
| All | +38.3% | +27.5% | +10.8% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling