-72.3%
FIS vs FIVN
-82.6%
+10.4%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.6% | -6.2% |
| 7D | -3.5% | -17.4% | +13.9% | -0.3% |
| 30D | -19.4% | -20.4% | +1.0% | -16.6% |
| 3M | -31.6% | -9.6% | -21.9% | -31.2% |
| 6M | -32.5% | +34.7% | -67.2% | -37.9% |
| YTD | -56.0% | +40.6% | -96.6% | -60.5% |
| 1Y | -55.5% | +34.3% | -89.8% | -59.8% |
| 3Y | -41.3% | -55.5% | +14.2% | -36.5% |
| 5Y | -72.3% | -82.5% | +10.2% | -65.8% |
| All | -72.3% | -82.6% | +10.4% | -65.8% |
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