-25.4%
FN vs FIVN
+36.6%
-62.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.9% | -0.9% | -4.9% |
| 7D | -4.1% | -22.4% | +18.3% | -5.0% |
| 30D | -28.3% | -23.8% | -4.6% | -29.1% |
| 3M | -33.9% | -19.5% | -14.4% | -34.1% |
| 6M | -43.9% | +25.6% | -69.5% | -42.3% |
| YTD | -23.4% | +38.4% | -61.9% | -22.9% |
| 1Y | -25.4% | +33.7% | -59.1% | -23.9% |
| All | -25.4% | +36.6% | -62.0% | -23.9% |
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