-10.5%
GAP vs FIVN
+15.3%
-25.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.1% |
| 7D | -6.3% | -11.3% | +5.0% | -5.2% |
| 30D | -0.2% | -7.3% | +7.1% | +0.3% |
| 3M | 0.0% | +41.7% | -41.7% | -4.0% |
| 6M | -8.1% | +78.3% | -86.4% | -16.5% |
| YTD | -16.5% | +50.9% | -67.3% | -20.4% |
| 1Y | -10.5% | +19.7% | -30.1% | -13.2% |
| All | -10.5% | +15.3% | -25.7% | -13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling