+14.4%
FIVE vs FIVN
+88.3%
-73.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +5.2% |
| 7D | +4.3% | -2.3% | +6.6% | +4.3% |
| 30D | +12.5% | +12.4% | +0.1% | +11.8% |
| 3M | +31.2% | +36.0% | -4.8% | +30.3% |
| 6M | +14.4% | +86.0% | -71.6% | +14.8% |
| All | +14.4% | +88.3% | -73.9% | +14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling