+334.4%
GD vs FIVN
+318.5%
+15.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.7% | -1.6% |
| 7D | -5.3% | -2.3% | -3.0% | -5.1% |
| 30D | -6.4% | +12.4% | -18.8% | -7.2% |
| 3M | +5.7% | +36.0% | -30.3% | +3.5% |
| 6M | -0.9% | +86.0% | -86.9% | -5.1% |
| YTD | +8.2% | +65.9% | -57.8% | +4.0% |
| 1Y | +13.4% | +26.5% | -13.1% | +10.7% |
| 3Y | +68.5% | -54.2% | +122.7% | +71.5% |
| 5Y | +97.2% | -80.5% | +177.6% | +106.6% |
| 10Y | +190.2% | +109.6% | +80.6% | +149.1% |
| All | +334.4% | +318.5% | +15.9% | +265.4% |
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