-1.9%
FTV vs FIVN
-82.6%
+80.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.3% |
| 7D | -5.2% | -11.3% | +6.1% | -3.4% |
| 30D | -11.5% | -7.3% | -4.2% | -10.6% |
| 3M | -9.0% | +41.7% | -50.7% | -15.0% |
| 6M | -2.0% | +78.3% | -80.3% | -13.6% |
| YTD | -0.9% | +50.9% | -51.8% | -10.4% |
| 1Y | +14.8% | +19.7% | -4.9% | +7.9% |
| 3Y | -5.5% | -55.7% | +50.2% | +0.9% |
| 5Y | -1.9% | -82.6% | +80.7% | +11.0% |
| All | -1.9% | -82.6% | +80.7% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling