-68.4%
FLNC vs FIVN
+55.4%
-123.8%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.6% | +8.6% | +10.0% |
| 7D | -2.1% | -3.4% | +1.3% | -1.6% |
| 30D | -20.8% | +5.8% | -26.5% | -21.2% |
| 3M | -61.3% | +22.0% | -83.3% | -62.4% |
| 6M | -50.9% | +55.7% | -106.6% | -53.1% |
| YTD | -69.4% | +81.3% | -150.7% | -71.1% |
| 1Y | -68.4% | +58.0% | -126.4% | -68.6% |
| All | -68.4% | +55.4% | -123.8% | -68.6% |
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