+651.7%
FLEX vs FIVN
+104.7%
+547.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +3.6% |
| 7D | +2.2% | -22.8% | +25.0% | +6.7% |
| 30D | -32.6% | -21.3% | -11.3% | -30.0% |
| 3M | -35.5% | -14.0% | -21.5% | -34.4% |
| 6M | -45.6% | +31.1% | -76.7% | -49.8% |
| YTD | +30.7% | +40.0% | -9.3% | +15.0% |
| 1Y | +28.4% | +38.1% | -9.7% | +13.1% |
| 3Y | +301.7% | -55.7% | +357.3% | +335.6% |
| 5Y | +473.3% | -82.5% | +555.8% | +625.2% |
| 10Y | +651.7% | +92.4% | +559.4% | +509.3% |
| All | +651.7% | +104.7% | +547.0% | +509.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling