+890.0%
FN vs FIVN
+103.9%
+786.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.1% | +8.3% | +3.4% |
| 7D | +3.5% | -8.2% | +11.8% | +5.2% |
| 30D | -26.0% | -8.1% | -17.9% | -25.2% |
| 3M | -33.3% | +34.9% | -68.2% | -38.5% |
| 6M | -14.9% | +72.6% | -87.6% | -27.7% |
| YTD | -8.6% | +55.8% | -64.3% | -21.2% |
| 1Y | +12.3% | +17.1% | -4.8% | +3.2% |
| 3Y | +174.4% | -54.3% | +228.7% | +198.9% |
| 5Y | +296.4% | -81.6% | +378.0% | +396.2% |
| 10Y | +890.0% | +109.2% | +780.9% | +512.0% |
| All | +890.0% | +103.9% | +786.2% | +512.0% |
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