+1,152.9%
GOOGL vs FIVN
+292.8%
+860.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.1% | +6.1% | +1.1% |
| 7D | +1.1% | -8.2% | +9.3% | +2.6% |
| 30D | -4.4% | -8.1% | +3.7% | -3.2% |
| 3M | -6.8% | +34.9% | -41.7% | -12.8% |
| 6M | +13.6% | +72.6% | -59.1% | -0.1% |
| YTD | +8.3% | +55.8% | -47.4% | -3.6% |
| 1Y | +44.9% | +17.1% | +27.8% | +35.7% |
| 3Y | +150.5% | -54.3% | +204.8% | +169.4% |
| 5Y | +137.7% | -81.6% | +219.3% | +189.5% |
| 10Y | +750.9% | +109.2% | +641.8% | +581.1% |
| All | +1,152.9% | +292.8% | +860.1% | +816.6% |
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