+87.4%
FHN vs FIVN
-82.0%
+169.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | 0.0% |
| 7D | 0.0% | -9.6% | +9.6% | +1.4% |
| 30D | -2.6% | -11.9% | +9.3% | -1.1% |
| 3M | 0.0% | +40.1% | -40.0% | -5.6% |
| 6M | +9.2% | +68.3% | -59.1% | -1.3% |
| YTD | +4.3% | +51.5% | -47.1% | -4.6% |
| 1Y | +10.8% | +15.1% | -4.4% | +5.7% |
| 3Y | +130.7% | -55.6% | +186.3% | +141.2% |
| 5Y | +87.4% | -82.4% | +169.8% | +110.8% |
| All | +87.4% | -82.0% | +169.4% | +110.8% |
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