+130.7%
FIX vs FIVN
+16.7%
+114.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.1% | +8.5% | +2.0% |
| 7D | +6.1% | -8.2% | +14.3% | +5.6% |
| 30D | -2.7% | -8.1% | +5.5% | -3.0% |
| 3M | -10.9% | +34.9% | -45.8% | -8.8% |
| 6M | +29.0% | +72.6% | -43.6% | +31.3% |
| YTD | +76.9% | +55.8% | +21.1% | +82.4% |
| 1Y | +130.7% | +17.1% | +113.6% | +153.0% |
| All | +130.7% | +16.7% | +114.0% | +153.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling