+173.5%
FN vs FIVN
-81.1%
+254.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -17.6% | +29.3% | +14.7% |
| 7D | 0.0% | -22.6% | +22.6% | +4.0% |
| 30D | -34.3% | -16.8% | -17.6% | -32.6% |
| 3M | -39.9% | -0.9% | -39.0% | -41.0% |
| 6M | -51.8% | +28.4% | -80.2% | -55.9% |
| YTD | -28.1% | +40.2% | -68.4% | -37.3% |
| 1Y | -29.1% | +30.5% | -59.6% | -37.1% |
| 3Y | +102.4% | -56.2% | +158.7% | +121.7% |
| All | +173.5% | -81.1% | +254.6% | +224.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling