+109.8%
FTI vs FIVN
+292.8%
-183.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.1% | +4.0% | -1.6% |
| 7D | -0.2% | -8.2% | +8.0% | +0.4% |
| 30D | +12.3% | -8.1% | +20.5% | +12.9% |
| 3M | +13.8% | +34.9% | -21.1% | +10.5% |
| 6M | +24.3% | +72.6% | -48.4% | +17.6% |
| YTD | +75.8% | +55.8% | +20.0% | +67.2% |
| 1Y | +99.6% | +17.1% | +82.5% | +94.0% |
| 3Y | +278.4% | -54.3% | +332.7% | +285.6% |
| 5Y | +1,168.7% | -81.6% | +1,250.2% | +1,246.9% |
| 10Y | +297.5% | +109.2% | +188.3% | +207.5% |
| All | +109.8% | +292.8% | -183.1% | +46.4% |
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 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