-25.2%
GIS vs FIVN
-82.6%
+57.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -3.0% |
| 7D | -8.4% | -11.3% | +2.9% | -8.3% |
| 30D | -5.2% | -7.3% | +2.1% | -5.1% |
| 3M | +8.2% | +41.7% | -33.5% | +8.1% |
| 6M | -12.0% | +78.3% | -90.3% | -11.8% |
| YTD | -18.9% | +50.9% | -69.7% | -18.8% |
| 1Y | -23.6% | +19.7% | -43.3% | -23.7% |
| 3Y | -37.6% | -55.7% | +18.1% | -38.5% |
| 5Y | -25.2% | -82.6% | +57.4% | -26.4% |
| All | -25.2% | -82.6% | +57.4% | -26.4% |
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 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