+539.5%
FICO vs FIVN
+104.7%
+434.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.5% |
| 7D | +4.0% | -22.8% | +26.7% | +10.5% |
| 30D | -1.5% | -21.3% | +19.8% | +3.8% |
| 3M | -29.8% | -14.0% | -15.8% | -28.1% |
| 6M | -33.3% | +31.1% | -64.4% | -39.9% |
| YTD | -56.9% | +40.0% | -96.9% | -62.7% |
| 1Y | -59.5% | +38.1% | -97.5% | -64.9% |
| 3Y | -26.9% | -55.7% | +28.8% | -18.6% |
| 5Y | +92.9% | -82.5% | +175.4% | +163.0% |
| 10Y | +539.5% | +92.4% | +447.1% | +405.0% |
| All | +539.5% | +104.7% | +434.8% | +405.0% |
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