-62.7%
FND vs FIVN
-82.2%
+19.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.6% |
| 7D | -5.8% | -7.8% | +2.1% | -3.5% |
| 30D | -20.2% | -1.7% | -18.5% | -20.1% |
| 3M | -12.0% | +47.2% | -59.1% | -22.7% |
| 6M | -18.5% | +82.7% | -101.2% | -35.4% |
| YTD | -22.3% | +52.9% | -75.2% | -35.5% |
| 1Y | -47.6% | +17.5% | -65.1% | -52.9% |
| 3Y | -49.8% | -55.8% | +6.1% | -40.7% |
| All | -62.7% | -82.2% | +19.5% | -43.5% |
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