+46.0%
F vs FIVN
-56.5%
+102.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.4% |
| 7D | -3.1% | -2.8% | -0.3% | -2.8% |
| 30D | 0.0% | -17.4% | +17.4% | +1.8% |
| 3M | -13.2% | -19.2% | +6.0% | -11.7% |
| 6M | -10.2% | +29.4% | -39.6% | -14.7% |
| YTD | -4.9% | +36.3% | -41.2% | -11.5% |
| 1Y | -6.1% | +33.5% | -39.5% | -12.4% |
| 3Y | +46.0% | -56.8% | +102.8% | +59.5% |
| All | +46.0% | -56.5% | +102.4% | +59.5% |
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