+118.1%
FN vs FIVN
-55.3%
+173.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.2% | +4.7% | +5.8% |
| 7D | +8.0% | -22.8% | +30.8% | +10.9% |
| 30D | -19.1% | -21.3% | +2.2% | -17.2% |
| 3M | -29.8% | -14.0% | -15.9% | -29.2% |
| 6M | -43.2% | +31.1% | -74.3% | -46.7% |
| YTD | -18.9% | +40.0% | -58.9% | -26.7% |
| 1Y | -17.9% | +38.1% | -55.9% | -25.5% |
| All | +118.1% | -55.3% | +173.4% | +125.1% |
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