+25.7%
GPN vs FIVN
+118.5%
-92.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | -4.3% | -7.8% | +3.5% | -2.5% |
| 30D | 0.0% | -1.7% | +1.7% | +0.3% |
| 3M | +35.8% | +47.2% | -11.4% | +22.4% |
| 6M | +22.0% | +82.7% | -60.7% | +2.4% |
| YTD | +15.2% | +52.9% | -37.7% | +0.4% |
| 1Y | +3.5% | +17.5% | -14.0% | -4.4% |
| 3Y | -26.9% | -55.8% | +28.9% | -19.3% |
| 5Y | -44.2% | -82.3% | +38.1% | -28.9% |
| All | +25.7% | +118.5% | -92.8% | -16.7% |
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 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