-56.4%
FICO vs FIVN
+55.4%
-111.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.6% | -4.8% | -3.5% |
| 7D | +0.4% | -3.4% | +3.8% | +1.1% |
| 30D | +1.7% | +5.8% | -4.1% | +0.1% |
| 3M | -33.0% | +22.0% | -55.1% | -36.1% |
| 6M | -33.9% | +55.7% | -89.6% | -40.4% |
| YTD | -58.5% | +81.3% | -139.8% | -65.3% |
| 1Y | -56.4% | +58.0% | -114.3% | -63.8% |
| All | -56.4% | +55.4% | -111.8% | -63.8% |
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 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