+609.1%
GRMN vs FIVN
+292.8%
+316.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.6% | +0.4% |
| 7D | +0.2% | -8.2% | +8.4% | +1.4% |
| 30D | -11.3% | -8.1% | -3.2% | -10.4% |
| 3M | +17.7% | +34.9% | -17.2% | +12.0% |
| 6M | +14.2% | +72.6% | -58.5% | +3.3% |
| YTD | +37.0% | +55.8% | -18.7% | +25.4% |
| 1Y | +17.0% | +17.1% | -0.2% | +11.3% |
| 3Y | +183.2% | -54.3% | +237.5% | +198.1% |
| 5Y | +77.3% | -81.6% | +158.8% | +102.3% |
| 10Y | +630.9% | +109.2% | +521.7% | +503.6% |
| All | +609.1% | +292.8% | +316.3% | +438.5% |
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