+69.8%
FISV vs FIVN
+282.0%
-212.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.8% | -1.6% | -3.9% |
| 7D | -6.4% | -9.6% | +3.2% | -5.0% |
| 30D | -6.8% | -11.9% | +5.1% | -5.1% |
| 3M | -10.0% | +40.1% | -50.0% | -14.9% |
| 6M | -20.6% | +68.3% | -89.0% | -27.7% |
| YTD | -27.6% | +51.5% | -79.0% | -33.2% |
| 1Y | -64.3% | +15.1% | -79.5% | -65.9% |
| 3Y | -60.0% | -55.6% | -4.4% | -57.7% |
| 5Y | -57.7% | -82.4% | +24.7% | -51.3% |
| 10Y | -3.0% | +114.5% | -117.4% | -18.4% |
| All | +69.8% | +282.0% | -212.2% | +38.0% |
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 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