+145.2%
GOOGL vs FIVN
-55.8%
+201.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | -2.8% | -11.3% | +8.5% | -1.4% |
| 30D | -3.2% | -7.3% | +4.1% | -2.4% |
| 3M | -6.6% | +41.7% | -48.3% | -11.3% |
| 6M | +8.5% | +78.3% | -69.8% | -1.5% |
| YTD | +6.5% | +50.9% | -44.4% | -1.3% |
| 1Y | +39.4% | +19.7% | +19.8% | +33.7% |
| All | +145.2% | -55.8% | +201.1% | +152.2% |
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