+495.7%
FAST vs FIVN
+263.1%
+232.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.7% |
| 7D | +3.8% | -19.3% | +23.1% | +6.1% |
| 30D | +8.1% | -20.7% | +28.8% | +10.4% |
| 3M | +5.8% | -15.1% | +20.9% | +6.9% |
| 6M | +24.9% | +30.6% | -5.8% | +19.0% |
| YTD | +38.9% | +44.0% | -5.1% | +29.2% |
| 1Y | +36.5% | +45.5% | -9.0% | +26.5% |
| 3Y | +98.1% | -52.8% | +150.9% | +105.9% |
| 5Y | +109.3% | -82.6% | +191.9% | +139.0% |
| 10Y | +547.9% | +109.4% | +438.6% | +429.4% |
| All | +495.7% | +263.1% | +232.6% | +343.4% |
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