+692.8%
GOOGL vs FIVN
+86.2%
+606.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.4% |
| 7D | +3.9% | -2.8% | +6.7% | +4.4% |
| 30D | -14.9% | -17.4% | +2.5% | -12.3% |
| 3M | -14.6% | -19.2% | +4.6% | -12.1% |
| 6M | -26.4% | +29.4% | -55.8% | -32.2% |
| YTD | -5.3% | +36.3% | -41.6% | -15.6% |
| 1Y | +6.5% | +33.5% | -27.0% | -5.0% |
| 3Y | +126.0% | -56.8% | +182.9% | +146.3% |
| 5Y | +100.8% | -83.0% | +183.8% | +157.1% |
| All | +692.8% | +86.2% | +606.6% | +493.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling