+27.2%
F vs FIVN
+15.3%
+11.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.2% |
| 7D | -3.7% | -11.3% | +7.6% | -3.0% |
| 30D | -0.7% | -7.3% | +6.6% | -0.3% |
| 3M | -1.9% | +41.7% | -43.6% | -3.9% |
| 6M | +16.1% | +78.3% | -62.2% | +11.6% |
| YTD | +9.5% | +50.9% | -41.4% | +8.2% |
| 1Y | +27.2% | +19.7% | +7.5% | +34.6% |
| All | +27.2% | +15.3% | +11.9% | +34.6% |
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