-98.0%
FCUV vs FIVN
+55.4%
-153.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.6% | -9.1% | -7.6% |
| 7D | -8.6% | -3.4% | -5.2% | -8.3% |
| 30D | -25.9% | +5.8% | -31.7% | -26.2% |
| 3M | -69.8% | +22.0% | -91.8% | -69.1% |
| 6M | -31.6% | +55.7% | -87.4% | -35.6% |
| YTD | -90.1% | +81.3% | -171.4% | -91.3% |
| 1Y | -98.0% | +58.0% | -156.0% | -98.0% |
| All | -98.0% | +55.4% | -153.4% | -98.0% |
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