-66.1%
FIS vs FIVN
-82.0%
+15.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.7% | -2.9% |
| 7D | -9.1% | -9.6% | +0.5% | -7.2% |
| 30D | -10.4% | -11.9% | +1.5% | -8.3% |
| 3M | -3.7% | +40.1% | -43.8% | -10.5% |
| 6M | -24.8% | +68.3% | -93.1% | -33.4% |
| YTD | -41.6% | +51.5% | -93.0% | -47.5% |
| 1Y | -42.7% | +15.1% | -57.9% | -46.1% |
| 3Y | -26.2% | -55.6% | +29.3% | -19.2% |
| 5Y | -66.1% | -82.4% | +16.3% | -59.2% |
| All | -66.1% | -82.0% | +15.9% | -59.2% |
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 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