+382.5%
GLW vs FIVN
-81.8%
+464.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -6.1% | +13.7% | +8.1% |
| 7D | +14.0% | -8.2% | +22.2% | +14.8% |
| 30D | +0.4% | -8.1% | +8.5% | +0.8% |
| 3M | -11.3% | +34.9% | -46.2% | -14.5% |
| 6M | +35.1% | +72.6% | -37.6% | +24.2% |
| YTD | +90.5% | +55.8% | +34.8% | +76.6% |
| 1Y | +132.0% | +17.1% | +114.9% | +124.8% |
| 3Y | +463.3% | -54.3% | +517.6% | +508.8% |
| 5Y | +382.5% | -81.6% | +464.0% | +451.9% |
| All | +382.5% | -81.8% | +464.3% | +451.9% |
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