-57.4%
GNRC vs FIVN
-82.2%
+24.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.4% | +1.6% | +2.6% |
| 7D | -0.2% | -7.8% | +7.7% | +1.9% |
| 30D | -15.7% | -1.7% | -14.0% | -15.8% |
| 3M | -27.3% | +47.2% | -74.5% | -36.9% |
| 6M | -12.1% | +82.7% | -94.8% | -31.3% |
| YTD | +37.1% | +52.9% | -15.8% | +11.8% |
| 1Y | -0.5% | +17.5% | -17.9% | -10.9% |
| 3Y | +61.5% | -55.8% | +117.3% | +96.6% |
| All | -57.4% | -82.2% | +24.8% | -37.8% |
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