+224.7%
GNRC vs FIVN
+285.7%
-60.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.4% | +1.6% | +2.6% |
| 7D | -0.2% | -7.8% | +7.7% | +1.5% |
| 30D | -15.7% | -1.7% | -14.0% | -15.8% |
| 3M | -27.3% | +47.2% | -74.5% | -35.0% |
| 6M | -12.1% | +82.7% | -94.8% | -27.2% |
| YTD | +37.1% | +52.9% | -15.8% | +17.0% |
| 1Y | -0.5% | +17.5% | -17.9% | -9.3% |
| 3Y | +61.5% | -55.8% | +117.3% | +79.8% |
| 5Y | -58.6% | -82.3% | +23.8% | -46.3% |
| 10Y | +446.3% | +116.5% | +329.7% | +423.2% |
| All | +224.7% | +285.7% | -60.9% | +190.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling