+170.4%
GPN vs FIVN
+282.0%
-111.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.1% | -2.1% |
| 7D | -6.2% | -9.6% | +3.3% | -4.3% |
| 30D | +1.0% | -11.9% | +13.0% | +3.6% |
| 3M | +36.9% | +40.1% | -3.2% | +26.3% |
| 6M | +16.8% | +68.3% | -51.6% | +2.0% |
| YTD | +13.2% | +51.5% | -38.2% | +0.7% |
| 1Y | +1.4% | +15.1% | -13.7% | -4.9% |
| 3Y | -28.6% | -55.6% | +26.9% | -22.4% |
| 5Y | -47.0% | -82.4% | +35.4% | -35.2% |
| 10Y | +25.2% | +114.5% | -89.3% | -2.0% |
| All | +170.4% | +282.0% | -111.6% | +100.2% |
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 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