+225.7%
GE vs FIVN
+318.5%
-92.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.3% |
| 7D | -1.6% | -2.3% | +0.7% | -1.4% |
| 30D | -11.6% | +12.4% | -24.0% | -12.7% |
| 3M | +3.0% | +36.0% | -33.0% | -0.2% |
| 6M | -0.5% | +86.0% | -86.5% | -7.0% |
| YTD | +9.7% | +65.9% | -56.2% | +3.3% |
| 1Y | +20.0% | +26.5% | -6.5% | +15.7% |
| 3Y | +275.8% | -54.2% | +330.1% | +288.7% |
| 5Y | +429.1% | -80.5% | +509.5% | +469.2% |
| 10Y | +151.2% | +109.6% | +41.5% | +118.5% |
| All | +225.7% | +318.5% | -92.8% | +165.3% |
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