-51.7%
FIG vs FIVN
+55.4%
-107.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.4% |
| 7D | -4.7% | -3.4% | -1.3% | -2.9% |
| 30D | +0.5% | +5.8% | -5.2% | -2.5% |
| 3M | -18.4% | +22.0% | -40.4% | -27.8% |
| 6M | +10.9% | +55.7% | -44.9% | -14.5% |
| YTD | -40.8% | +81.3% | -122.1% | -59.3% |
| 1Y | -51.7% | +58.0% | -109.7% | -65.2% |
| All | -51.7% | +55.4% | -107.1% | -65.2% |
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