-83.1%
FRMI vs FIVN
+26.1%
-109.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.7% | +2.1% |
| 7D | +7.4% | -7.8% | +15.3% | +6.8% |
| 30D | -27.6% | -1.7% | -25.9% | -27.7% |
| 3M | -20.9% | +47.2% | -68.1% | -21.3% |
| 6M | -36.6% | +82.7% | -119.3% | -40.1% |
| YTD | -31.3% | +52.9% | -84.2% | -34.0% |
| All | -83.1% | +26.1% | -109.2% | -83.3% |
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