-11.0%
FLUT vs FIVN
+115.6%
-126.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -3.6% | -11.3% | +7.7% | -1.9% |
| 30D | -0.3% | -7.3% | +7.0% | +0.6% |
| 3M | -12.6% | +41.7% | -54.3% | -17.8% |
| 6M | -8.0% | +78.3% | -86.2% | -17.3% |
| YTD | -54.1% | +50.9% | -105.0% | -57.8% |
| 1Y | -66.1% | +19.7% | -85.8% | -67.9% |
| 3Y | -45.0% | -55.7% | +10.7% | -42.7% |
| 5Y | -51.2% | -82.6% | +31.3% | -47.4% |
| All | -11.0% | +115.6% | -126.6% | -6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling