-22.1%
GAP vs FIVN
+243.6%
-265.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.4% |
| 7D | -1.9% | -2.8% | +0.9% | -1.5% |
| 30D | -7.1% | -17.4% | +10.4% | -4.5% |
| 3M | +4.1% | -19.2% | +23.3% | +6.8% |
| 6M | +1.9% | +29.4% | -27.4% | -4.4% |
| YTD | -15.2% | +36.3% | -51.5% | -22.5% |
| 1Y | -10.6% | +33.5% | -44.1% | -18.0% |
| 3Y | +74.6% | -56.8% | +131.4% | +85.7% |
| 5Y | +3.7% | -83.0% | +86.7% | +18.2% |
| 10Y | +2.4% | +87.3% | -84.8% | -5.1% |
| All | -22.1% | +243.6% | -265.7% | -31.2% |
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 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