-30.1%
FDS vs FIVN
-55.5%
+25.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.1% | +1.8% | -3.1% |
| 7D | -5.4% | -8.2% | +2.8% | -3.7% |
| 30D | +1.6% | -8.1% | +9.7% | +3.2% |
| 3M | +17.7% | +34.9% | -17.2% | +10.5% |
| 6M | +29.1% | +72.6% | -43.6% | +15.8% |
| YTD | +1.0% | +55.8% | -54.8% | -8.6% |
| 1Y | -21.6% | +17.1% | -38.8% | -27.0% |
| 3Y | -30.1% | -54.3% | +24.2% | -30.7% |
| All | -30.1% | -55.5% | +25.4% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling