-21.7%
FN vs FIVN
+42.1%
-63.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.7% | +9.2% | +12.0% |
| 7D | +16.3% | -19.3% | +35.6% | +15.4% |
| 30D | -24.7% | -20.7% | -4.1% | -25.4% |
| 3M | -34.9% | -15.1% | -19.9% | -35.0% |
| 6M | -41.1% | +30.6% | -71.7% | -39.3% |
| YTD | -19.6% | +44.0% | -63.6% | -18.9% |
| All | -21.7% | +42.1% | -63.8% | -19.9% |
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