+14.5%
FIX vs FIVN
+42.1%
-27.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.7% | +9.7% |
| 7D | -7.2% | -19.3% | +12.0% | -8.9% |
| 30D | -35.1% | -20.7% | -14.4% | -36.3% |
| 3M | -34.3% | -15.1% | -19.2% | -34.7% |
| 6M | -42.9% | +30.6% | -73.6% | -40.6% |
| YTD | +19.5% | +44.0% | -24.5% | +25.3% |
| All | +14.5% | +42.1% | -27.6% | +21.9% |
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 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