-17.8%
GEHC vs FIVN
+20.3%
-38.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.6% |
| 7D | -7.2% | -7.8% | +0.7% | -6.5% |
| 30D | -11.6% | -1.7% | -9.8% | -11.4% |
| 3M | -0.8% | +47.2% | -48.0% | -4.2% |
| 6M | -11.9% | +82.7% | -94.6% | -17.3% |
| YTD | -21.9% | +52.9% | -74.9% | -24.7% |
| 1Y | -17.8% | +17.5% | -35.3% | -21.3% |
| All | -17.8% | +20.3% | -38.2% | -21.3% |
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 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