-95.6%
FCUV vs FIVN
+527.1%
-622.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -6.1% | -59.1% | -63.7% |
| 7D | -47.9% | -8.2% | -39.7% | -45.2% |
| 30D | +13.7% | -8.1% | +21.8% | +19.5% |
| 3M | +97.0% | +34.9% | +62.1% | +78.2% |
| 6M | -66.1% | +72.6% | -138.7% | -72.2% |
| YTD | -81.8% | +55.8% | -137.5% | -84.6% |
| 1Y | -93.3% | +17.1% | -110.4% | -93.8% |
| 3Y | -99.2% | -54.3% | -44.9% | -99.1% |
| 5Y | -99.9% | -81.6% | -18.3% | -99.8% |
| 10Y | -98.5% | +109.2% | -207.7% | -98.3% |
| All | -95.6% | +527.1% | -622.7% | -93.7% |
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