+9.3%
GEHC vs FIVN
-57.6%
+66.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -2.0% |
| 7D | -7.6% | -9.6% | +1.9% | -6.3% |
| 30D | -10.7% | -11.9% | +1.3% | -9.1% |
| 3M | -1.2% | +40.1% | -41.3% | -6.8% |
| 6M | -13.7% | +68.3% | -82.1% | -22.0% |
| YTD | -20.4% | +51.5% | -71.9% | -27.1% |
| 1Y | -17.0% | +15.1% | -32.2% | -20.5% |
| 3Y | +0.9% | -55.6% | +56.5% | +5.2% |
| All | +9.3% | -57.6% | +66.8% | +9.4% |
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