+64.4%
FDX vs FIVN
-81.8%
+146.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.1% | +3.5% | -1.8% |
| 7D | -3.3% | -8.2% | +4.9% | -2.2% |
| 30D | -1.4% | -8.1% | +6.7% | -0.4% |
| 3M | -4.5% | +34.9% | -39.4% | -9.1% |
| 6M | +9.4% | +72.6% | -63.2% | -1.0% |
| YTD | +36.0% | +55.8% | -19.7% | +24.4% |
| 1Y | +75.5% | +17.1% | +58.4% | +68.0% |
| 3Y | +62.8% | -54.3% | +117.1% | +74.1% |
| 5Y | +64.4% | -81.6% | +146.0% | +83.3% |
| All | +64.4% | -81.8% | +146.2% | +83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling