+502.4%
GFI vs FIVN
-82.2%
+584.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.6% | -1.4% |
| 7D | -4.9% | -7.8% | +3.0% | -4.2% |
| 30D | +10.7% | -1.7% | +12.5% | +10.8% |
| 3M | +25.6% | +47.2% | -21.6% | +21.6% |
| 6M | -8.3% | +82.7% | -91.0% | -13.7% |
| YTD | +6.3% | +52.9% | -46.6% | +1.3% |
| 1Y | +22.1% | +17.5% | +4.6% | +19.1% |
| 3Y | +289.2% | -55.8% | +345.0% | +320.2% |
| All | +502.4% | -82.2% | +584.6% | +541.2% |
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