+438.7%
FAST vs FIVN
+318.5%
+120.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.0% |
| 7D | -0.4% | -2.3% | +1.9% | -0.1% |
| 30D | -0.8% | +12.4% | -13.2% | -2.4% |
| 3M | +5.8% | +36.0% | -30.3% | +1.3% |
| 6M | +8.0% | +86.0% | -78.0% | -1.4% |
| YTD | +25.6% | +65.9% | -40.3% | +15.8% |
| 1Y | +0.8% | +26.5% | -25.7% | -4.2% |
| 3Y | +86.1% | -54.2% | +140.3% | +95.7% |
| 5Y | +100.2% | -80.5% | +180.7% | +126.6% |
| 10Y | +494.2% | +109.6% | +384.5% | +387.6% |
| All | +438.7% | +318.5% | +120.2% | +297.4% |
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