+5.9%
GD vs FIVN
+23.8%
-17.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -17.6% | +17.0% | -0.2% |
| 7D | -5.0% | -22.6% | +17.6% | -4.4% |
| 30D | +8.9% | -16.8% | +25.7% | +9.3% |
| 3M | -8.0% | -0.9% | -7.2% | -8.2% |
| 6M | +2.9% | +28.4% | -25.5% | +1.9% |
| YTD | +7.1% | +40.2% | -33.2% | +3.8% |
| 1Y | +5.9% | +30.5% | -24.6% | +2.7% |
| All | +5.9% | +23.8% | -17.8% | +2.7% |
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 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