+93.9%
FTV vs FIVN
+182.9%
-89.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.6% |
| 7D | -4.5% | -2.3% | -2.2% | -4.2% |
| 30D | -7.1% | +12.4% | -19.5% | -9.0% |
| 3M | -7.2% | +36.0% | -43.2% | -11.9% |
| 6M | -1.5% | +86.0% | -87.5% | -11.8% |
| YTD | +3.5% | +65.9% | -62.5% | -6.2% |
| 1Y | +20.3% | +26.5% | -6.2% | +13.2% |
| 3Y | -3.1% | -54.2% | +51.1% | +1.6% |
| 5Y | +2.3% | -80.5% | +82.8% | +14.2% |
| 10Y | +76.3% | +109.6% | -33.3% | +38.0% |
| All | +93.9% | +182.9% | -89.0% | +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