+2.0%
FISV vs FIVN
+118.5%
-116.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.1% | +5.2% |
| 7D | -2.7% | -7.8% | +5.2% | -1.3% |
| 30D | 0.0% | -1.7% | +1.8% | +0.4% |
| 3M | -2.8% | +47.2% | -50.0% | -9.6% |
| 6M | -11.8% | +82.7% | -94.5% | -21.9% |
| YTD | -23.2% | +52.9% | -76.1% | -30.2% |
| 1Y | -62.0% | +17.5% | -79.5% | -64.0% |
| 3Y | -57.6% | -55.8% | -1.8% | -54.7% |
| 5Y | -53.4% | -82.3% | +28.9% | -44.4% |
| All | +2.0% | +118.5% | -116.6% | -23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling