+606.9%
GEV vs FIVN
-52.3%
+659.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | -1.9% | -11.3% | +9.4% | -1.0% |
| 30D | -8.7% | -7.3% | -1.4% | -8.3% |
| 3M | +6.6% | +41.7% | -35.1% | +2.4% |
| 6M | +10.2% | +78.3% | -68.0% | +0.9% |
| YTD | +41.6% | +50.9% | -9.2% | +32.8% |
| 1Y | +43.9% | +19.7% | +24.2% | +42.8% |
| All | +606.9% | -52.3% | +659.2% | +878.8% |
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