+23.7%
FITB vs FIVN
+15.3%
+8.4%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -1.0% | -11.3% | +10.3% | -0.4% |
| 30D | -5.5% | -7.3% | +1.8% | -5.2% |
| 3M | +4.1% | +41.7% | -37.6% | +1.8% |
| 6M | +18.7% | +78.3% | -59.5% | +13.0% |
| YTD | +18.2% | +50.9% | -32.7% | +15.5% |
| 1Y | +23.7% | +19.7% | +4.0% | +20.2% |
| All | +23.7% | +15.3% | +8.4% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling