+49.3%
FERG vs FIVN
-55.8%
+105.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -1.0% | -11.3% | +10.3% | +0.4% |
| 30D | -11.8% | -7.3% | -4.5% | -11.1% |
| 3M | -1.2% | +41.7% | -42.9% | -5.7% |
| 6M | -2.3% | +78.3% | -80.6% | -10.9% |
| YTD | +0.8% | +50.9% | -50.1% | -6.0% |
| 1Y | +0.5% | +19.7% | -19.2% | -2.6% |
| All | +49.3% | -55.8% | +105.2% | +54.2% |
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