-80.5%
FCUV vs FIVN
+27.5%
-108.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.4% | -11.2% | -13.5% |
| 7D | +62.8% | -2.3% | +65.1% | +63.0% |
| 30D | +66.5% | +12.4% | +54.1% | +66.9% |
| 3M | +459.9% | +36.0% | +423.9% | +420.7% |
| 6M | -12.4% | +86.0% | -98.3% | -28.7% |
| YTD | -47.5% | +65.9% | -113.5% | -54.8% |
| 1Y | -80.5% | +26.5% | -107.0% | -77.9% |
| All | -80.5% | +27.5% | -108.0% | -77.9% |
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