-49.5%
FND vs FIVN
-55.7%
+6.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.2% |
| 7D | -0.8% | -9.6% | +8.8% | +1.2% |
| 30D | -19.6% | -11.9% | -7.7% | -17.7% |
| 3M | -4.3% | +40.1% | -44.4% | -11.6% |
| 6M | -20.4% | +68.3% | -88.8% | -31.1% |
| YTD | -21.9% | +51.5% | -73.3% | -31.2% |
| 1Y | -45.2% | +15.1% | -60.3% | -48.5% |
| All | -49.5% | -55.7% | +6.2% | -42.4% |
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 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