-38.6%
FICO vs FIVN
+27.5%
-66.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -2.4% | -14.2% | -16.2% |
| 7D | -19.2% | -2.3% | -16.9% | -18.7% |
| 30D | -14.6% | +12.4% | -27.0% | -16.5% |
| 3M | -20.1% | +36.0% | -56.1% | -25.4% |
| 6M | -36.3% | +86.0% | -122.3% | -44.8% |
| YTD | -44.9% | +65.9% | -110.8% | -52.0% |
| 1Y | -38.6% | +26.5% | -65.1% | -46.2% |
| All | -38.6% | +27.5% | -66.1% | -46.2% |
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 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