+49.5%
FND vs FIVN
+74.1%
-24.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.1% | +1.5% | -2.9% |
| 7D | +0.4% | -8.2% | +8.6% | +2.8% |
| 30D | -23.6% | -8.1% | -15.4% | -22.1% |
| 3M | +4.3% | +34.9% | -30.6% | -5.8% |
| 6M | -20.3% | +72.6% | -92.9% | -34.9% |
| YTD | -21.3% | +55.8% | -77.1% | -34.5% |
| 1Y | -45.4% | +17.1% | -62.5% | -50.7% |
| 3Y | -48.9% | -54.3% | +5.4% | -42.1% |
| 5Y | -61.0% | -81.6% | +20.5% | -45.7% |
| All | +49.5% | +74.1% | -24.6% | +44.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling