+14.7%
FXI vs FIVN
+118.5%
-103.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | +0.2% |
| 7D | -3.9% | -7.8% | +4.0% | -2.7% |
| 30D | -2.1% | -1.7% | -0.4% | -2.0% |
| 3M | -0.5% | +47.2% | -47.7% | -7.0% |
| 6M | -4.5% | +82.7% | -87.3% | -15.0% |
| YTD | -9.2% | +52.9% | -62.2% | -17.4% |
| 1Y | -13.8% | +17.5% | -31.3% | -18.4% |
| 3Y | +36.6% | -55.8% | +92.4% | +46.4% |
| 5Y | -6.7% | -82.3% | +75.7% | +10.9% |
| All | +14.7% | +118.5% | -103.9% | -4.6% |
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 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