-24.8%
GIS vs FIVN
+20.3%
-45.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.4% |
| 7D | -6.4% | -7.8% | +1.5% | -6.0% |
| 30D | -6.1% | -1.7% | -4.4% | -6.0% |
| 3M | +7.8% | +47.2% | -39.4% | +6.5% |
| 6M | -8.8% | +82.7% | -91.5% | -9.2% |
| YTD | -19.1% | +52.9% | -72.0% | -20.2% |
| 1Y | -24.8% | +17.5% | -42.2% | -27.4% |
| All | -24.8% | +20.3% | -45.1% | -27.4% |
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