+24.3%
GAP vs FIVN
+115.6%
-91.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -6.3% | -11.3% | +5.0% | -4.3% |
| 30D | -0.2% | -7.3% | +7.1% | +0.9% |
| 3M | 0.0% | +41.7% | -41.7% | -7.3% |
| 6M | -8.1% | +78.3% | -86.4% | -20.3% |
| YTD | -16.5% | +50.9% | -67.3% | -25.5% |
| 1Y | -10.5% | +19.7% | -30.1% | -16.7% |
| 3Y | +104.0% | -55.7% | +159.7% | +119.6% |
| 5Y | +6.8% | -82.6% | +89.3% | +23.2% |
| All | +24.3% | +115.6% | -91.3% | +21.6% |
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