+12.3%
FN vs FIVN
+16.7%
-4.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.1% | +8.3% | +2.0% |
| 7D | +3.5% | -8.2% | +11.8% | +3.3% |
| 30D | -26.0% | -8.1% | -17.9% | -26.0% |
| 3M | -33.3% | +34.9% | -68.2% | -32.3% |
| 6M | -14.9% | +72.6% | -87.6% | -15.8% |
| YTD | -8.6% | +55.8% | -64.3% | -8.9% |
| 1Y | +12.3% | +17.1% | -4.8% | +18.7% |
| All | +12.3% | +16.7% | -4.4% | +18.7% |
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