-98.6%
FCUV vs FIVN
+118.5%
-217.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.9% | +2.8% |
| 7D | -66.5% | -7.8% | -58.6% | -64.3% |
| 30D | +5.0% | -1.7% | +6.7% | +9.2% |
| 3M | +63.8% | +47.2% | +16.6% | +40.2% |
| 6M | -67.8% | +82.7% | -150.6% | -75.4% |
| YTD | -82.4% | +52.9% | -135.3% | -85.7% |
| 1Y | -94.7% | +17.5% | -112.2% | -95.3% |
| 3Y | -99.3% | -55.8% | -43.4% | -99.1% |
| 5Y | -99.9% | -82.3% | -17.5% | -99.8% |
| All | -98.6% | +118.5% | -217.1% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling