+303.1%
FLEX vs FIVN
-55.3%
+358.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +3.7% |
| 7D | +2.2% | -22.8% | +25.0% | +4.2% |
| 30D | -32.6% | -21.3% | -11.3% | -31.5% |
| 3M | -35.5% | -14.0% | -21.5% | -34.9% |
| 6M | -45.6% | +31.1% | -76.7% | -47.3% |
| YTD | +30.7% | +40.0% | -9.3% | +22.1% |
| 1Y | +28.4% | +38.1% | -9.7% | +20.2% |
| All | +303.1% | -55.3% | +358.3% | +319.5% |
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