+1,086.7%
FLEX vs FIVN
+105.2%
+981.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -0.9% |
| 7D | +6.4% | -9.6% | +15.9% | +8.1% |
| 30D | -5.9% | -11.9% | +6.1% | -4.1% |
| 3M | -23.5% | +40.1% | -63.5% | -29.3% |
| 6M | +83.7% | +68.3% | +15.4% | +58.6% |
| YTD | +86.5% | +51.5% | +35.0% | +63.0% |
| 1Y | +100.5% | +15.1% | +85.4% | +85.9% |
| 3Y | +469.8% | -55.6% | +525.4% | +522.2% |
| 5Y | +725.7% | -82.4% | +808.1% | +944.9% |
| 10Y | +1,086.7% | +114.5% | +972.2% | +883.5% |
| All | +1,086.7% | +105.2% | +981.5% | +883.5% |
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 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