+478.5%
FAST vs FIVN
+253.7%
+224.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -17.6% | +17.8% | +2.1% |
| 7D | +2.1% | -22.6% | +24.7% | +4.8% |
| 30D | +6.9% | -16.8% | +23.6% | +8.6% |
| 3M | +4.8% | -0.9% | +5.7% | +3.8% |
| 6M | +19.8% | +28.4% | -8.6% | +14.4% |
| YTD | +34.9% | +40.2% | -5.4% | +25.8% |
| 1Y | +32.8% | +30.5% | +2.2% | +24.7% |
| 3Y | +93.7% | -56.2% | +150.0% | +103.2% |
| 5Y | +105.3% | -81.0% | +186.3% | +131.2% |
| 10Y | +595.4% | +105.3% | +490.1% | +469.3% |
| All | +478.5% | +253.7% | +224.8% | +331.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling