+448.7%
FIX vs FIVN
-55.4%
+504.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -17.6% | +23.1% | +6.8% |
| 7D | -17.5% | -22.6% | +5.2% | -15.9% |
| 30D | -41.6% | -16.8% | -24.8% | -40.9% |
| 3M | -40.6% | -0.9% | -39.7% | -41.5% |
| 6M | -49.4% | +28.4% | -77.8% | -52.3% |
| YTD | +9.2% | +40.2% | -31.1% | -0.3% |
| 1Y | +6.5% | +30.5% | -24.1% | -1.2% |
| 3Y | +448.7% | -56.2% | +505.0% | +485.4% |
| All | +448.7% | -55.4% | +504.1% | +485.4% |
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