+1,469.3%
FLEX vs FIVN
+318.5%
+1,150.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.9% |
| 7D | -0.9% | -2.3% | +1.4% | -0.5% |
| 30D | -10.1% | +12.4% | -22.5% | -12.4% |
| 3M | -31.3% | +36.0% | -67.4% | -35.7% |
| 6M | +71.3% | +86.0% | -14.7% | +47.6% |
| YTD | +81.2% | +65.9% | +15.3% | +58.2% |
| 1Y | +98.5% | +26.5% | +72.0% | +82.3% |
| 3Y | +428.2% | -54.2% | +482.5% | +468.0% |
| 5Y | +657.3% | -80.5% | +737.7% | +808.1% |
| 10Y | +995.9% | +109.6% | +886.3% | +796.2% |
| All | +1,469.3% | +318.5% | +1,150.8% | +1,062.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling