+56.7%
FND vs FIVN
+85.5%
-28.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.2% | +2.4% |
| 7D | -5.2% | -2.3% | -2.9% | -4.6% |
| 30D | -19.9% | +12.4% | -32.3% | -23.1% |
| 3M | +2.7% | +36.0% | -33.3% | -7.4% |
| 6M | -21.7% | +86.0% | -107.6% | -37.4% |
| YTD | -17.5% | +65.9% | -83.4% | -32.5% |
| 1Y | -39.3% | +26.5% | -65.8% | -46.4% |
| 3Y | -49.8% | -54.2% | +4.4% | -43.1% |
| 5Y | -60.1% | -80.5% | +20.4% | -45.2% |
| All | +56.7% | +85.5% | -28.7% | +48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling