+188.5%
GD vs FIVN
+102.4%
+86.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -17.6% | +17.0% | +0.4% |
| 7D | -5.0% | -22.6% | +17.6% | -3.6% |
| 30D | +8.9% | -16.8% | +25.7% | +9.9% |
| 3M | -8.0% | -0.9% | -7.2% | -8.5% |
| 6M | +2.9% | +28.4% | -25.5% | +0.5% |
| YTD | +7.1% | +40.2% | -33.2% | +3.3% |
| 1Y | +5.9% | +30.5% | -24.6% | +2.6% |
| 3Y | +53.9% | -56.2% | +110.1% | +56.9% |
| 5Y | +95.4% | -81.0% | +176.4% | +105.8% |
| All | +188.5% | +102.4% | +86.1% | +130.6% |
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