+101.1%
GOOGL vs FIVN
-82.9%
+184.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.5% |
| 3M | -14.6% | -19.2% | +4.6% | -12.3% |
| 6M | -26.4% | +29.4% | -55.8% | -31.8% |
| YTD | -5.3% | +36.3% | -41.6% | -14.8% |
| 1Y | +6.5% | +33.5% | -27.0% | -4.1% |
| 3Y | +126.0% | -56.8% | +182.9% | +147.7% |
| All | +101.1% | -82.9% | +184.1% | +158.4% |
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