+12.5%
FN vs FIVN
+27.5%
-15.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.6% | +3.1% |
| 7D | -1.7% | -2.3% | +0.6% | -1.7% |
| 30D | -22.0% | +12.4% | -34.4% | -21.9% |
| 3M | -43.0% | +36.0% | -79.0% | -42.0% |
| 6M | -27.7% | +86.0% | -113.7% | -28.5% |
| YTD | -10.5% | +65.9% | -76.5% | -10.7% |
| 1Y | +12.5% | +26.5% | -14.0% | +19.2% |
| All | +12.5% | +27.5% | -15.0% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling