+399.9%
GH vs FIVN
-24.8%
+424.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.9% | +2.3% |
| 7D | -2.1% | -8.2% | +6.1% | +1.3% |
| 30D | -4.5% | -8.1% | +3.7% | -2.0% |
| 3M | +28.9% | +34.9% | -6.0% | +9.9% |
| 6M | +76.5% | +72.6% | +3.9% | +29.1% |
| YTD | +57.6% | +55.8% | +1.8% | +18.7% |
| 1Y | +167.5% | +17.1% | +150.4% | +126.6% |
| 3Y | +377.4% | -54.3% | +431.7% | +489.6% |
| 5Y | +23.8% | -81.6% | +105.4% | +127.5% |
| All | +399.9% | -24.8% | +424.7% | +324.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling