+24.6%
FLUT vs FIVN
+318.5%
-293.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.3% | -1.9% |
| 7D | -1.6% | -2.3% | +0.6% | -1.3% |
| 30D | +7.7% | +12.4% | -4.6% | +5.6% |
| 3M | -0.7% | +36.0% | -36.7% | -5.5% |
| 6M | -11.2% | +86.0% | -97.1% | -19.6% |
| YTD | -53.4% | +65.9% | -119.4% | -57.3% |
| 1Y | -65.8% | +26.5% | -92.3% | -67.6% |
| 3Y | -44.9% | -54.2% | +9.3% | -43.2% |
| 5Y | -49.7% | -80.5% | +30.8% | -46.3% |
| 10Y | -9.7% | +109.6% | -119.4% | -13.9% |
| All | +24.6% | +318.5% | -293.9% | +10.3% |
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