-83.4%
FRMI vs FIVN
+24.4%
-107.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.6% |
| 7D | +10.9% | -11.3% | +22.2% | +10.0% |
| 30D | -24.3% | -7.3% | -17.0% | -24.5% |
| 3M | -21.8% | +41.7% | -63.5% | -22.3% |
| 6M | -33.0% | +78.3% | -111.3% | -36.7% |
| YTD | -32.6% | +50.9% | -83.5% | -35.4% |
| All | -83.4% | +24.4% | -107.8% | -83.7% |
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