-26.8%
FLUT vs FIVN
+86.2%
-113.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.6% |
| 7D | -0.7% | -2.8% | +2.1% | -0.3% |
| 30D | +9.3% | -17.4% | +26.7% | +11.8% |
| 3M | -17.5% | -19.2% | +1.7% | -15.6% |
| 6M | -14.6% | +29.4% | -44.0% | -19.4% |
| YTD | -62.3% | +36.3% | -98.5% | -65.1% |
| 1Y | -59.6% | +33.5% | -93.1% | -62.6% |
| 3Y | -45.3% | -56.8% | +11.5% | -42.9% |
| 5Y | -50.4% | -83.0% | +32.6% | -46.0% |
| All | -26.8% | +86.2% | -113.1% | -25.5% |
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