+4.7%
FAST vs FIVN
+16.7%
-12.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.7% | -0.4% |
| 7D | +1.3% | -8.2% | +9.5% | +1.3% |
| 30D | -4.7% | -8.1% | +3.4% | -4.7% |
| 3M | +7.9% | +34.9% | -27.0% | +7.9% |
| 6M | +7.4% | +72.6% | -65.2% | +8.6% |
| YTD | +25.1% | +55.8% | -30.7% | +26.0% |
| 1Y | +4.7% | +17.1% | -12.4% | +3.6% |
| All | +4.7% | +16.7% | -12.0% | +3.6% |
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