+62.8%
FDX vs FIVN
-55.5%
+118.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.1% | +3.5% | -1.9% |
| 7D | -3.3% | -8.2% | +4.9% | -2.4% |
| 30D | -1.4% | -8.1% | +6.7% | -0.6% |
| 3M | -4.5% | +34.9% | -39.4% | -8.3% |
| 6M | +9.4% | +72.6% | -63.2% | +0.3% |
| YTD | +36.0% | +55.8% | -19.7% | +26.2% |
| 1Y | +75.5% | +17.1% | +58.4% | +71.6% |
| 3Y | +62.8% | -54.3% | +117.1% | +70.4% |
| All | +62.8% | -55.5% | +118.3% | +70.4% |
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