-61.0%
FLNC vs FIVN
-55.2%
-5.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +2.0% |
| 7D | -4.1% | -7.8% | +3.8% | -1.4% |
| 30D | -24.8% | -1.7% | -23.0% | -24.7% |
| 3M | -59.1% | +47.2% | -106.3% | -66.1% |
| 6M | -42.0% | +82.7% | -124.7% | -57.3% |
| YTD | -49.8% | +52.9% | -102.7% | -60.4% |
| 1Y | +43.1% | +17.5% | +25.6% | +29.9% |
| 3Y | -61.0% | -55.8% | -5.1% | -39.2% |
| All | -61.0% | -55.2% | -5.7% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling