+145.8%
GOOG vs FIVN
-55.2%
+201.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.2% | +1.4% |
| 7D | 0.0% | -7.8% | +7.9% | +1.0% |
| 30D | -2.0% | -1.7% | -0.2% | -1.9% |
| 3M | -5.9% | +47.2% | -53.1% | -10.9% |
| 6M | +8.9% | +82.7% | -73.8% | -1.3% |
| YTD | +7.1% | +52.9% | -45.8% | -0.7% |
| 1Y | +39.7% | +17.5% | +22.2% | +34.6% |
| 3Y | +145.8% | -55.8% | +201.7% | +153.2% |
| All | +145.8% | -55.2% | +201.1% | +153.2% |
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