+17.6%
FIGR vs FIVN
+18.7%
-1.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.0% |
| 7D | +1.0% | -11.3% | +12.3% | +2.4% |
| 30D | +31.4% | -7.3% | +38.7% | +32.3% |
| 3M | +30.3% | +41.7% | -11.4% | +23.2% |
| 6M | -7.6% | +78.3% | -85.9% | -17.0% |
| YTD | -10.5% | +50.9% | -61.3% | -15.9% |
| All | +17.6% | +18.7% | -1.2% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling