+10.9%
FE vs FIVN
+13.9%
-3.0%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.2% | -0.6% |
| 7D | -0.2% | -9.6% | +9.4% | -0.5% |
| 30D | -1.2% | -11.9% | +10.7% | -1.5% |
| 3M | +1.7% | +40.1% | -38.4% | +3.2% |
| 6M | -7.5% | +68.3% | -75.8% | -4.6% |
| YTD | +6.3% | +51.5% | -45.1% | +8.9% |
| 1Y | +10.9% | +15.1% | -4.3% | +13.9% |
| All | +10.9% | +13.9% | -3.0% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling