+764.4%
FIX vs FIVN
-52.8%
+817.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.2% |
| 7D | +6.0% | -2.3% | +8.3% | +6.3% |
| 30D | -7.2% | +12.4% | -19.6% | -8.9% |
| 3M | -15.9% | +36.0% | -51.9% | -19.5% |
| 6M | +12.7% | +86.0% | -73.2% | +0.4% |
| YTD | +72.8% | +65.9% | +6.9% | +56.4% |
| 1Y | +122.9% | +26.5% | +96.4% | +114.9% |
| All | +764.4% | -52.8% | +817.1% | +821.5% |
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