+1,124.0%
GOOG vs FIVN
+282.0%
+842.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.7% | -1.6% |
| 7D | -1.6% | -9.6% | +8.0% | +0.2% |
| 30D | -7.7% | -11.9% | +4.3% | -5.8% |
| 3M | -9.3% | +40.1% | -49.4% | -15.6% |
| 6M | +7.4% | +68.3% | -60.9% | -4.9% |
| YTD | +4.9% | +51.5% | -46.6% | -6.0% |
| 1Y | +37.2% | +15.1% | +22.1% | +28.9% |
| 3Y | +141.6% | -55.6% | +197.2% | +160.8% |
| 5Y | +128.8% | -82.4% | +211.2% | +179.9% |
| 10Y | +772.7% | +114.5% | +658.3% | +604.7% |
| All | +1,124.0% | +282.0% | +842.0% | +811.6% |
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