-32.5%
FIS vs FIVN
+31.7%
-64.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.6% | -6.2% |
| 7D | -3.5% | -17.4% | +13.9% | -0.8% |
| 30D | -19.4% | -20.4% | +1.0% | -17.0% |
| 3M | -31.6% | -9.6% | -21.9% | -31.9% |
| 6M | -32.5% | +34.7% | -67.2% | -41.0% |
| All | -32.5% | +31.7% | -64.2% | -41.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling