-80.9%
FIG vs FIVN
+11.5%
-92.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -1.8% |
| 7D | -14.5% | -9.6% | -4.9% | -9.8% |
| 30D | -13.3% | -11.9% | -1.4% | -7.2% |
| 3M | +7.4% | +40.1% | -32.7% | -10.0% |
| 6M | -27.8% | +68.3% | -96.1% | -45.5% |
| YTD | -41.1% | +51.5% | -92.6% | -54.2% |
| 1Y | -58.7% | +15.1% | -73.8% | -66.2% |
| All | -80.9% | +11.5% | -92.5% | -84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling