+4.4%
GOOGL vs FIVN
+55.4%
-51.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +3.1% |
| 7D | -11.1% | -3.4% | -7.7% | -10.8% |
| 30D | -16.6% | +5.8% | -22.4% | -17.0% |
| 3M | -23.4% | +22.0% | -45.5% | -24.7% |
| 6M | -24.5% | +55.7% | -80.3% | -27.1% |
| YTD | -7.5% | +81.3% | -88.8% | -11.8% |
| 1Y | +4.4% | +58.0% | -53.6% | +1.7% |
| All | +4.4% | +55.4% | -51.0% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling