+6,034.5%
FIX vs FIVN
+105.2%
+5,929.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.7% |
| 7D | +3.5% | -9.6% | +13.1% | +4.7% |
| 30D | -3.5% | -11.9% | +8.4% | -2.3% |
| 3M | -11.8% | +40.1% | -51.9% | -16.4% |
| 6M | +17.8% | +68.3% | -50.6% | +7.5% |
| YTD | +73.3% | +51.5% | +21.8% | +59.5% |
| 1Y | +128.1% | +15.1% | +113.0% | +118.1% |
| 3Y | +772.7% | -55.6% | +828.2% | +815.5% |
| 5Y | +2,166.4% | -82.4% | +2,248.9% | +2,459.8% |
| 10Y | +6,034.5% | +114.5% | +5,920.0% | +4,910.9% |
| All | +6,034.5% | +105.2% | +5,929.3% | +4,910.9% |
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