+37.1%
GFS vs FIVN
+16.7%
+20.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.9% | -0.1% |
| 7D | +2.6% | -8.2% | +10.9% | +2.9% |
| 30D | -16.4% | -8.1% | -8.3% | -16.2% |
| 3M | -41.6% | +34.9% | -76.5% | -41.6% |
| 6M | -3.7% | +72.6% | -76.3% | -5.4% |
| YTD | +29.3% | +55.8% | -26.5% | +30.4% |
| 1Y | +37.1% | +17.1% | +20.0% | +57.2% |
| All | +37.1% | +16.7% | +20.4% | +57.2% |
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 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