+175.6%
FN vs FIVN
-82.9%
+258.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -3.1% | -4.2% | -6.8% |
| 7D | +0.3% | -2.8% | +3.1% | +0.9% |
| 30D | -16.5% | -17.4% | +0.9% | -14.2% |
| 3M | -42.1% | -19.2% | -22.9% | -40.6% |
| 6M | -52.9% | +29.4% | -82.2% | -57.0% |
| YTD | -28.0% | +36.3% | -64.2% | -37.0% |
| 1Y | -18.5% | +33.5% | -52.0% | -28.5% |
| 3Y | +93.9% | -56.8% | +150.7% | +113.5% |
| All | +175.6% | -82.9% | +258.6% | +237.6% |
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