+351.3%
FERG vs FIVN
+118.5%
+232.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.6% |
| 7D | -2.6% | -7.8% | +5.3% | -1.9% |
| 30D | -8.9% | -1.7% | -7.2% | -8.8% |
| 3M | -2.0% | +47.2% | -49.2% | -5.6% |
| 6M | -3.2% | +82.7% | -85.9% | -9.3% |
| YTD | +1.5% | +52.9% | -51.4% | -3.6% |
| 1Y | +0.5% | +17.5% | -17.0% | -2.4% |
| 3Y | +50.4% | -55.8% | +106.2% | +54.1% |
| 5Y | +68.7% | -82.3% | +151.0% | +73.6% |
| All | +351.3% | +118.5% | +232.8% | +396.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling