+541.5%
FIVE vs FIVN
+99.4%
+442.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.8% |
| 7D | +7.3% | -22.4% | +29.8% | +13.3% |
| 30D | +18.1% | -23.8% | +41.8% | +24.6% |
| 3M | +7.7% | -19.5% | +27.2% | +11.3% |
| 6M | +13.6% | +25.6% | -12.0% | +3.9% |
| YTD | +34.6% | +38.4% | -3.8% | +16.5% |
| 1Y | +66.2% | +33.7% | +32.6% | +44.8% |
| 3Y | +43.5% | -56.2% | +99.6% | +58.3% |
| 5Y | +20.7% | -82.9% | +103.6% | +59.5% |
| 10Y | +541.5% | +103.6% | +437.9% | +492.4% |
| All | +541.5% | +99.4% | +442.1% | +492.4% |
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