+284.0%
FITB vs FIVN
+118.5%
+165.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.4% |
| 7D | -0.3% | -7.8% | +7.6% | +0.7% |
| 30D | -5.7% | -1.7% | -3.9% | -5.6% |
| 3M | +3.2% | +47.2% | -44.0% | -2.4% |
| 6M | +23.4% | +82.7% | -59.3% | +12.1% |
| YTD | +18.8% | +52.9% | -34.1% | +10.0% |
| 1Y | +25.0% | +17.5% | +7.5% | +19.5% |
| 3Y | +131.2% | -55.8% | +187.0% | +142.6% |
| 5Y | +70.7% | -82.3% | +153.0% | +85.8% |
| All | +284.0% | +118.5% | +165.5% | +213.3% |
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