+6.9%
FPS vs FIVN
+78.6%
-71.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -4.0% |
| 7D | +5.3% | -9.6% | +14.9% | +5.5% |
| 30D | -17.6% | -11.9% | -5.7% | -17.4% |
| 3M | -45.8% | +40.1% | -85.9% | -45.8% |
| 6M | -10.1% | +68.3% | -78.5% | -12.3% |
| All | +6.9% | +78.6% | -71.8% | +3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling