+255.5%
FDX vs FIVN
+253.1%
+2.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.8% |
| 7D | -2.1% | -22.8% | +20.7% | +0.8% |
| 30D | +10.4% | -21.3% | +31.7% | +13.2% |
| 3M | +0.5% | -14.0% | +14.4% | +1.5% |
| 6M | +6.5% | +31.1% | -24.6% | +1.3% |
| YTD | +40.2% | +40.0% | +0.2% | +30.3% |
| 1Y | +52.1% | +38.1% | +14.0% | +41.3% |
| 3Y | +72.8% | -55.7% | +128.5% | +81.0% |
| 5Y | +76.3% | -82.5% | +158.8% | +98.7% |
| 10Y | +155.7% | +92.4% | +63.4% | +120.8% |
| All | +255.5% | +253.1% | +2.4% | +191.5% |
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