+494.2%
FIX vs FIVN
-56.5%
+550.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.1% |
| 7D | +9.4% | -2.8% | +12.3% | +9.7% |
| 30D | -27.8% | -17.4% | -10.4% | -26.9% |
| 3M | -35.6% | -19.2% | -16.4% | -34.9% |
| 6M | -45.2% | +29.4% | -74.6% | -48.5% |
| YTD | +19.5% | +36.3% | -16.8% | +9.3% |
| 1Y | +24.2% | +33.5% | -9.2% | +14.1% |
| 3Y | +494.2% | -56.8% | +551.0% | +543.3% |
| All | +494.2% | -56.5% | +550.6% | +543.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling