+435.3%
GNRC vs FIVN
+118.5%
+316.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.4% | +1.6% | +2.6% |
| 7D | -0.2% | -7.8% | +7.7% | +1.8% |
| 30D | -15.7% | -1.7% | -14.0% | -15.8% |
| 3M | -27.3% | +47.2% | -74.5% | -36.2% |
| 6M | -12.1% | +82.7% | -94.8% | -29.7% |
| YTD | +37.1% | +52.9% | -15.8% | +13.6% |
| 1Y | -0.5% | +17.5% | -17.9% | -10.8% |
| 3Y | +61.5% | -55.8% | +117.3% | +84.8% |
| 5Y | -58.6% | -82.3% | +23.8% | -42.4% |
| All | +435.3% | +118.5% | +316.8% | +432.5% |
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