-75.0%
FRSH vs FIVN
-82.2%
+7.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -11.2% | -11.3% | +0.1% | -5.4% |
| 30D | -0.8% | -7.3% | +6.5% | +3.3% |
| 3M | +26.4% | +41.7% | -15.3% | +3.3% |
| 6M | +48.4% | +78.3% | -29.9% | +4.4% |
| YTD | -3.1% | +50.9% | -54.0% | -25.6% |
| 1Y | -8.7% | +19.7% | -28.4% | -21.7% |
| 3Y | -45.8% | -55.7% | +9.9% | -26.2% |
| All | -75.0% | -82.2% | +7.2% | -48.6% |
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 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