+20.6%
GEN vs FIVN
-82.0%
+102.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.4% |
| 7D | -2.9% | -9.6% | +6.7% | -1.0% |
| 30D | +2.1% | -11.9% | +14.0% | +4.5% |
| 3M | +19.7% | +40.1% | -20.4% | +11.5% |
| 6M | +33.3% | +68.3% | -35.1% | +18.8% |
| YTD | +11.1% | +51.5% | -40.4% | +0.5% |
| 1Y | +3.0% | +15.1% | -12.1% | -2.9% |
| 3Y | +57.9% | -55.6% | +113.4% | +66.2% |
| 5Y | +20.6% | -82.4% | +103.0% | +40.2% |
| All | +20.6% | -82.0% | +102.6% | +40.2% |
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