-72.3%
FLNC vs FIVN
-80.9%
+8.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.9% | -4.1% |
| 7D | -5.0% | -11.3% | +6.3% | +0.1% |
| 30D | -26.1% | -7.3% | -18.8% | -24.0% |
| 3M | -55.2% | +41.7% | -96.9% | -63.9% |
| 6M | -42.6% | +78.3% | -120.9% | -60.6% |
| YTD | -51.0% | +50.9% | -101.9% | -64.0% |
| 1Y | +43.3% | +19.7% | +23.7% | +20.3% |
| 3Y | -63.4% | -55.7% | -7.7% | -49.0% |
| All | -72.3% | -80.9% | +8.6% | -52.2% |
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 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