+36.4%
FTV vs FIVN
+55.4%
-19.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +2.2% |
| 7D | +6.6% | -3.4% | +10.0% | +6.8% |
| 30D | +19.1% | +5.8% | +13.3% | +18.5% |
| 3M | +13.1% | +22.0% | -8.9% | +11.1% |
| 6M | +14.0% | +55.7% | -41.7% | +9.9% |
| YTD | +24.2% | +81.3% | -57.1% | +17.6% |
| 1Y | +36.4% | +58.0% | -21.6% | +31.0% |
| All | +36.4% | +55.4% | -19.0% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling