+102.4%
FN vs FIVN
-55.4%
+157.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -17.6% | +29.3% | +13.5% |
| 7D | 0.0% | -22.6% | +22.6% | +2.6% |
| 30D | -34.3% | -16.8% | -17.6% | -33.2% |
| 3M | -39.9% | -0.9% | -39.0% | -40.7% |
| 6M | -51.8% | +28.4% | -80.2% | -54.7% |
| YTD | -28.1% | +40.2% | -68.4% | -35.1% |
| 1Y | -29.1% | +30.5% | -59.6% | -34.8% |
| 3Y | +102.4% | -56.2% | +158.7% | +105.7% |
| All | +102.4% | -55.4% | +157.8% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling