+52.4%
GEV vs FIVN
+55.4%
-3.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.6% | -10.9% | -9.1% |
| 7D | -5.1% | -3.4% | -1.7% | -5.4% |
| 30D | -15.8% | +5.8% | -21.6% | -15.2% |
| 3M | -18.2% | +22.0% | -40.2% | -15.8% |
| 6M | -22.4% | +55.7% | -78.1% | -16.3% |
| YTD | +27.7% | +81.3% | -53.6% | +41.2% |
| 1Y | +52.4% | +58.0% | -5.6% | +68.6% |
| All | +52.4% | +55.4% | -3.1% | +68.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling