-45.6%
FLEX vs FIVN
+27.8%
-73.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +3.8% |
| 7D | +2.2% | -22.8% | +25.0% | +1.2% |
| 30D | -32.6% | -21.3% | -11.3% | -33.3% |
| 3M | -35.5% | -14.0% | -21.5% | -34.9% |
| 6M | -45.6% | +31.1% | -76.7% | -36.1% |
| All | -45.6% | +27.8% | -73.3% | -36.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling