-17.9%
GAP vs FIVN
+292.8%
-310.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +0.8% |
| 7D | +1.7% | -8.2% | +10.0% | +3.1% |
| 30D | +9.3% | -8.1% | +17.5% | +10.6% |
| 3M | +6.1% | +34.9% | -28.8% | +0.1% |
| 6M | -2.3% | +72.6% | -74.9% | -13.1% |
| YTD | -10.6% | +55.8% | -66.4% | -19.4% |
| 1Y | -4.4% | +17.1% | -21.6% | -9.9% |
| 3Y | +118.3% | -54.3% | +172.6% | +131.1% |
| 5Y | +12.2% | -81.6% | +93.7% | +26.4% |
| 10Y | +33.7% | +109.2% | -75.5% | +22.1% |
| All | -17.9% | +292.8% | -310.7% | -28.5% |
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