+497.6%
FIVE vs FIVN
+105.2%
+392.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | 0.0% | -2.1% |
| 7D | +1.7% | -9.6% | +11.2% | +4.0% |
| 30D | +5.0% | -11.9% | +16.9% | +7.7% |
| 3M | +29.5% | +40.1% | -10.6% | +17.7% |
| 6M | +12.4% | +68.3% | -55.9% | -5.0% |
| YTD | +31.2% | +51.5% | -20.3% | +12.7% |
| 1Y | +72.9% | +15.1% | +57.7% | +58.8% |
| 3Y | +53.0% | -55.6% | +108.6% | +70.4% |
| 5Y | +34.2% | -82.4% | +116.6% | +77.9% |
| 10Y | +497.6% | +114.5% | +383.2% | +393.7% |
| All | +497.6% | +105.2% | +392.4% | +393.7% |
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