+417.9%
GE vs FIVN
-82.0%
+500.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | -0.1% | -2.5% |
| 7D | -1.2% | -9.6% | +8.3% | -0.2% |
| 30D | -11.3% | -11.9% | +0.7% | -10.2% |
| 3M | -1.4% | +40.1% | -41.5% | -5.9% |
| 6M | +1.2% | +68.3% | -67.1% | -6.8% |
| YTD | +5.9% | +51.5% | -45.5% | -1.5% |
| 1Y | +18.4% | +15.1% | +3.3% | +14.3% |
| 3Y | +271.0% | -55.6% | +326.6% | +299.1% |
| 5Y | +417.9% | -82.4% | +500.4% | +524.4% |
| All | +417.9% | -82.0% | +500.0% | +524.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling