+833.1%
GLW vs FIVN
+115.6%
+717.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | +11.7% | -11.3% | +23.0% | +13.2% |
| 30D | +2.7% | -7.3% | +10.0% | +3.2% |
| 3M | -2.8% | +41.7% | -44.5% | -8.2% |
| 6M | +20.2% | +78.3% | -58.1% | +7.7% |
| YTD | +87.3% | +50.9% | +36.4% | +70.8% |
| 1Y | +119.6% | +19.7% | +99.9% | +107.6% |
| 3Y | +453.7% | -55.7% | +509.4% | +494.0% |
| 5Y | +376.1% | -82.6% | +458.6% | +467.0% |
| All | +833.1% | +115.6% | +717.5% | +581.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling