-44.3%
FLUT vs FIVN
-55.7%
+11.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.7% |
| 7D | -2.6% | -9.6% | +7.0% | -0.5% |
| 30D | +5.4% | -11.9% | +17.3% | +7.9% |
| 3M | -10.8% | +40.1% | -50.8% | -18.9% |
| 6M | -9.2% | +68.3% | -77.6% | -22.4% |
| YTD | -53.8% | +51.5% | -105.3% | -59.6% |
| 1Y | -66.0% | +15.1% | -81.1% | -68.3% |
| All | -44.3% | -55.7% | +11.4% | -43.3% |
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 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