+507.7%
FAST vs FIVN
+103.9%
+403.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.7% | +0.3% |
| 7D | +1.3% | -8.2% | +9.5% | +2.3% |
| 30D | -4.7% | -8.1% | +3.4% | -3.9% |
| 3M | +7.9% | +34.9% | -27.0% | +3.3% |
| 6M | +7.4% | +72.6% | -65.2% | -1.5% |
| YTD | +25.1% | +55.8% | -30.7% | +15.7% |
| 1Y | +4.7% | +17.1% | -12.4% | +0.3% |
| 3Y | +94.7% | -54.3% | +149.0% | +105.9% |
| 5Y | +106.8% | -81.6% | +188.3% | +140.0% |
| 10Y | +507.7% | +109.2% | +398.5% | +403.3% |
| All | +507.7% | +103.9% | +403.8% | +403.3% |
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