-18.0%
FLR vs FIVN
+292.8%
-310.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.1% | +7.0% | +1.5% |
| 7D | +0.7% | -8.2% | +8.9% | +1.6% |
| 30D | -0.7% | -8.1% | +7.5% | +0.1% |
| 3M | +14.3% | +34.9% | -20.6% | +10.4% |
| 6M | +25.6% | +72.6% | -47.0% | +16.9% |
| YTD | +42.9% | +55.8% | -12.9% | +33.9% |
| 1Y | +38.7% | +17.1% | +21.6% | +34.0% |
| 3Y | +61.8% | -54.3% | +116.1% | +66.9% |
| 5Y | +254.1% | -81.6% | +335.6% | +279.8% |
| 10Y | +20.0% | +109.2% | -89.1% | 0.0% |
| All | -18.0% | +292.8% | -310.9% | -37.3% |
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