+129.0%
FITB vs FIVN
-55.7%
+184.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.2% |
| 7D | -0.4% | -9.6% | +9.2% | +1.1% |
| 30D | -5.1% | -11.9% | +6.8% | -3.5% |
| 3M | +3.5% | +40.1% | -36.5% | -3.0% |
| 6M | +17.2% | +68.3% | -51.1% | +4.2% |
| YTD | +17.6% | +51.5% | -33.8% | +6.4% |
| 1Y | +23.4% | +15.1% | +8.2% | +18.2% |
| All | +129.0% | -55.7% | +184.6% | +151.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling