+105.3%
FAST vs FIVN
-81.1%
+186.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -17.6% | +17.8% | +1.7% |
| 7D | +2.1% | -22.6% | +24.7% | +4.2% |
| 30D | +6.9% | -16.8% | +23.6% | +8.2% |
| 3M | +4.8% | -0.9% | +5.7% | +4.0% |
| 6M | +19.8% | +28.4% | -8.6% | +15.2% |
| YTD | +34.9% | +40.2% | -5.4% | +27.3% |
| 1Y | +32.8% | +30.5% | +2.2% | +26.2% |
| 3Y | +93.7% | -56.2% | +150.0% | +104.4% |
| All | +105.3% | -81.1% | +186.4% | +129.6% |
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 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