+331.3%
GLW vs FIVN
-54.3%
+385.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.9% | +0.6% | -3.2% |
| 7D | -11.1% | -22.4% | +11.3% | -10.4% |
| 30D | -28.4% | -23.8% | -4.7% | -27.8% |
| 3M | -28.8% | -19.5% | -9.3% | -28.2% |
| 6M | -39.8% | +25.6% | -65.4% | -40.5% |
| YTD | +28.7% | +38.4% | -9.7% | +25.0% |
| 1Y | +27.7% | +33.7% | -6.0% | +24.7% |
| 3Y | +331.3% | -56.2% | +387.5% | +367.7% |
| All | +331.3% | -54.3% | +385.6% | +367.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling