+531.6%
FICO vs FIVN
+109.8%
+421.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | +0.1% | +2.0% |
| 7D | -0.1% | -19.3% | +19.2% | +5.0% |
| 30D | +8.4% | -20.7% | +29.1% | +14.0% |
| 3M | -30.5% | -15.1% | -15.4% | -28.6% |
| 6M | -35.7% | +30.6% | -66.4% | -42.0% |
| YTD | -57.2% | +44.0% | -101.2% | -63.2% |
| 1Y | -58.4% | +45.5% | -103.9% | -64.5% |
| 3Y | -24.8% | -52.8% | +28.0% | -17.8% |
| 5Y | +79.3% | -82.6% | +161.9% | +145.3% |
| 10Y | +531.6% | +109.4% | +422.3% | +392.5% |
| All | +531.6% | +109.8% | +421.8% | +392.5% |
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