+669.0%
GRMN vs FIVN
+118.5%
+550.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.9% | +4.0% |
| 7D | +2.4% | -7.8% | +10.3% | +3.7% |
| 30D | -8.5% | -1.7% | -6.7% | -8.4% |
| 3M | +19.5% | +47.2% | -27.7% | +11.8% |
| 6M | +21.2% | +82.7% | -61.5% | +7.7% |
| YTD | +41.0% | +52.9% | -11.9% | +28.5% |
| 1Y | +19.6% | +17.5% | +2.1% | +13.4% |
| 3Y | +183.8% | -55.8% | +239.6% | +202.0% |
| 5Y | +83.0% | -82.3% | +165.3% | +113.4% |
| All | +669.0% | +118.5% | +550.5% | +518.0% |
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