-46.5%
FRSH vs FIVN
-55.2%
+8.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.4% |
| 7D | -6.6% | -7.8% | +1.2% | -3.1% |
| 30D | +2.1% | -1.7% | +3.8% | +3.1% |
| 3M | +29.0% | +47.2% | -18.2% | +6.6% |
| 6M | +48.6% | +82.7% | -34.1% | +9.3% |
| YTD | -2.9% | +52.9% | -55.9% | -22.7% |
| 1Y | -7.9% | +17.5% | -25.4% | -18.3% |
| 3Y | -46.5% | -55.8% | +9.3% | -33.6% |
| All | -46.5% | -55.2% | +8.7% | -33.6% |
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