+23.0%
FIGR vs FIVN
+22.6%
+0.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.1% | +12.5% | +7.2% |
| 7D | +13.5% | -8.2% | +21.8% | +14.7% |
| 30D | +33.7% | -8.1% | +41.8% | +34.9% |
| 3M | +37.3% | +34.9% | +2.4% | +30.7% |
| 6M | +25.5% | +72.6% | -47.1% | +13.0% |
| YTD | -6.3% | +55.8% | -62.1% | -12.3% |
| All | +23.0% | +22.6% | +0.4% | +36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling