+68.3%
FIVN vs BTG
+8.1%
+60.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.4% | -3.0% |
| 7D | -9.6% | +2.4% | -12.0% | -9.9% |
| 30D | -11.9% | +9.5% | -21.4% | -13.3% |
| 3M | +40.1% | +38.5% | +1.6% | +33.4% |
| 6M | +68.3% | +5.6% | +62.7% | +59.7% |
| All | +68.3% | +8.1% | +60.2% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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