+86.4%
F vs FIVN
+103.9%
-17.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.1% | +1.9% | -3.4% |
| 7D | +1.2% | -8.2% | +9.4% | +2.4% |
| 30D | +1.2% | -8.1% | +9.3% | +2.3% |
| 3M | -5.7% | +34.9% | -40.6% | -10.4% |
| 6M | +17.9% | +72.6% | -54.7% | +6.6% |
| YTD | +10.4% | +55.8% | -45.4% | +0.8% |
| 1Y | +25.3% | +17.1% | +8.2% | +19.3% |
| 3Y | +37.5% | -54.3% | +91.8% | +45.9% |
| 5Y | +46.5% | -81.6% | +128.1% | +64.2% |
| 10Y | +86.4% | +109.2% | -22.8% | +68.1% |
| All | +86.4% | +103.9% | -17.5% | +68.1% |
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