-58.8%
FICO vs FIVN
+42.1%
-100.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | +0.1% | +2.2% |
| 7D | -0.1% | -19.3% | +19.2% | +3.8% |
| 30D | +8.4% | -20.7% | +29.1% | +12.7% |
| 3M | -30.5% | -15.1% | -15.4% | -29.1% |
| 6M | -35.7% | +30.6% | -66.4% | -40.9% |
| YTD | -57.2% | +44.0% | -101.2% | -62.9% |
| All | -58.8% | +42.1% | -100.9% | -64.2% |
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