+632.4%
GEV vs FIVN
-51.6%
+684.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.3% | +3.5% |
| 7D | +1.6% | -7.8% | +9.5% | +2.3% |
| 30D | -7.9% | -1.7% | -6.2% | -7.9% |
| 3M | +5.6% | +47.2% | -41.6% | +1.0% |
| 6M | +13.1% | +82.7% | -69.7% | +3.2% |
| YTD | +46.7% | +52.9% | -6.2% | +37.5% |
| 1Y | +51.3% | +17.5% | +33.8% | +51.4% |
| All | +632.4% | -51.6% | +684.0% | +913.1% |
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