+53.9%
F vs FIVN
-80.6%
+134.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.9% |
| 7D | +5.3% | -2.3% | +7.6% | +5.8% |
| 30D | +4.6% | +12.4% | -7.8% | +1.7% |
| 3M | -3.7% | +36.0% | -39.7% | -10.4% |
| 6M | +16.8% | +86.0% | -69.1% | -0.2% |
| YTD | +15.3% | +65.9% | -50.6% | +0.2% |
| 1Y | +31.0% | +26.5% | +4.5% | +20.9% |
| 3Y | +45.4% | -54.2% | +99.7% | +63.6% |
| All | +53.9% | -80.6% | +134.5% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling