+726.2%
FLEX vs FIVN
-81.8%
+808.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.1% | +10.5% | +5.3% |
| 7D | +7.0% | -8.2% | +15.2% | +8.3% |
| 30D | -5.8% | -8.1% | +2.3% | -4.9% |
| 3M | -24.2% | +34.9% | -59.1% | -28.9% |
| 6M | +90.8% | +72.6% | +18.2% | +65.4% |
| YTD | +89.2% | +55.8% | +33.4% | +66.2% |
| 1Y | +104.7% | +17.1% | +87.6% | +92.2% |
| 3Y | +478.1% | -54.3% | +532.4% | +538.6% |
| 5Y | +726.2% | -81.6% | +807.7% | +956.2% |
| All | +726.2% | -81.8% | +808.0% | +956.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling