+449.4%
FLEX vs FIVN
-52.8%
+502.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.7% |
| 7D | -0.9% | -2.3% | +1.4% | -0.7% |
| 30D | -10.1% | +12.4% | -22.5% | -11.2% |
| 3M | -31.3% | +36.0% | -67.4% | -33.3% |
| 6M | +71.3% | +86.0% | -14.7% | +54.7% |
| YTD | +81.2% | +65.9% | +15.3% | +66.4% |
| 1Y | +98.5% | +26.5% | +72.0% | +93.9% |
| All | +449.4% | -52.8% | +502.2% | +493.8% |
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