+53.3%
FLNC vs FIVN
+27.5%
+25.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.9% |
| 7D | -4.9% | -2.3% | -2.6% | -4.5% |
| 30D | -27.3% | +12.4% | -39.7% | -29.3% |
| 3M | -61.9% | +36.0% | -97.9% | -64.3% |
| 6M | -34.5% | +86.0% | -120.5% | -42.1% |
| YTD | -47.7% | +65.9% | -113.6% | -51.2% |
| 1Y | +53.3% | +26.5% | +26.8% | +86.4% |
| All | +53.3% | +27.5% | +25.9% | +86.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling