+58.1%
GEN vs FIVN
-55.5%
+113.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.1% | +3.4% | -1.2% |
| 7D | -0.7% | -8.2% | +7.5% | +1.4% |
| 30D | +2.6% | -8.1% | +10.8% | +4.6% |
| 3M | +15.8% | +34.9% | -19.1% | +6.8% |
| 6M | +33.1% | +72.6% | -39.5% | +14.7% |
| YTD | +11.3% | +55.8% | -44.5% | -2.6% |
| 1Y | +1.7% | +17.1% | -15.5% | -6.0% |
| 3Y | +58.1% | -54.3% | +112.5% | +66.6% |
| All | +58.1% | -55.5% | +113.7% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling