+313.1%
GEN vs FIVN
+243.6%
+69.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +2.9% |
| 7D | +2.0% | -2.8% | +4.9% | +2.5% |
| 30D | +27.7% | -17.4% | +45.1% | +31.2% |
| 3M | +3.3% | -19.2% | +22.4% | +6.1% |
| 6M | +31.8% | +29.4% | +2.5% | +24.8% |
| YTD | +13.5% | +36.3% | -22.8% | +5.3% |
| 1Y | +16.0% | +33.5% | -17.4% | +7.9% |
| 3Y | +70.6% | -56.8% | +127.4% | +81.3% |
| 5Y | +32.1% | -83.0% | +115.1% | +53.5% |
| 10Y | +153.4% | +87.3% | +66.2% | +117.4% |
| All | +313.1% | +243.6% | +69.5% | +227.5% |
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