+316.5%
GEN vs FIVN
+318.5%
-1.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.3% | -1.8% |
| 7D | -1.2% | -2.3% | +1.1% | -0.8% |
| 30D | +10.1% | +12.4% | -2.3% | +7.7% |
| 3M | +16.1% | +36.0% | -19.9% | +9.8% |
| 6M | +38.9% | +86.0% | -47.1% | +23.9% |
| YTD | +14.4% | +65.9% | -51.5% | +3.6% |
| 1Y | +5.9% | +26.5% | -20.6% | -0.6% |
| 3Y | +58.8% | -54.2% | +113.0% | +67.4% |
| 5Y | +24.7% | -80.5% | +105.1% | +41.9% |
| 10Y | +163.1% | +109.6% | +53.4% | +121.1% |
| All | +316.5% | +318.5% | -1.9% | +222.0% |
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