+75.6%
GRMN vs FIVN
-82.6%
+158.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -1.8% | -11.3% | +9.5% | 0.0% |
| 30D | -12.1% | -7.3% | -4.8% | -11.2% |
| 3M | +18.0% | +41.7% | -23.7% | +10.7% |
| 6M | +13.7% | +78.3% | -64.5% | +0.7% |
| YTD | +35.3% | +50.9% | -15.6% | +22.8% |
| 1Y | +17.2% | +19.7% | -2.4% | +10.7% |
| 3Y | +179.6% | -55.7% | +235.4% | +200.1% |
| 5Y | +75.6% | -82.6% | +158.1% | +104.9% |
| All | +75.6% | -82.6% | +158.2% | +104.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling