+183.8%
GRMN vs FIVN
-55.2%
+239.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.9% | +4.1% |
| 7D | +2.4% | -7.8% | +10.3% | +3.6% |
| 30D | -8.5% | -1.7% | -6.7% | -8.4% |
| 3M | +19.5% | +47.2% | -27.7% | +12.4% |
| 6M | +21.2% | +82.7% | -61.5% | +8.1% |
| YTD | +41.0% | +52.9% | -11.9% | +29.5% |
| 1Y | +19.6% | +17.5% | +2.1% | +15.0% |
| 3Y | +183.8% | -55.8% | +239.6% | +201.4% |
| All | +183.8% | -55.2% | +239.0% | +201.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling