+3.6%
GAP vs FIVN
-82.9%
+86.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.1% |
| 7D | -1.9% | -2.8% | +0.9% | -1.2% |
| 30D | -7.1% | -17.4% | +10.4% | -3.0% |
| 3M | +4.1% | -19.2% | +23.3% | +8.2% |
| 6M | +1.9% | +29.4% | -27.4% | -8.7% |
| YTD | -15.2% | +36.3% | -51.5% | -27.5% |
| 1Y | -10.6% | +33.5% | -44.1% | -23.2% |
| 3Y | +74.6% | -56.8% | +131.4% | +99.3% |
| All | +3.6% | -82.9% | +86.5% | +22.7% |
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