+136.0%
GOOG vs FIVN
-82.2%
+218.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.2% | +1.3% |
| 7D | 0.0% | -7.8% | +7.9% | +1.4% |
| 30D | -2.0% | -1.7% | -0.2% | -1.9% |
| 3M | -5.9% | +47.2% | -53.1% | -13.1% |
| 6M | +8.9% | +82.7% | -73.8% | -5.3% |
| YTD | +7.1% | +52.9% | -45.8% | -4.2% |
| 1Y | +39.7% | +17.5% | +22.2% | +31.3% |
| 3Y | +145.8% | -55.8% | +201.7% | +171.0% |
| All | +136.0% | -82.2% | +218.2% | +191.9% |
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