+76.5%
FTV vs FIVN
+118.5%
-42.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.1% |
| 7D | -4.0% | -7.8% | +3.9% | -2.9% |
| 30D | -11.0% | -1.7% | -9.3% | -10.9% |
| 3M | -8.4% | +47.2% | -55.6% | -14.0% |
| 6M | -2.6% | +82.7% | -85.3% | -12.6% |
| YTD | -0.6% | +52.9% | -53.5% | -8.9% |
| 1Y | +11.0% | +17.5% | -6.5% | +5.4% |
| 3Y | -6.3% | -55.8% | +49.5% | -1.3% |
| 5Y | -1.5% | -82.3% | +80.8% | +11.2% |
| All | +76.5% | +118.5% | -42.0% | +42.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling