+454.8%
GS vs FIVN
+107.4%
+347.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +2.0% | +4.3% |
| 7D | +0.8% | -19.3% | +20.1% | +3.5% |
| 30D | +1.2% | -20.7% | +21.9% | +4.0% |
| 3M | -12.4% | -15.1% | +2.7% | -11.2% |
| 6M | -2.3% | +30.6% | -33.0% | -7.5% |
| YTD | +4.6% | +44.0% | -39.4% | -3.7% |
| 1Y | +17.5% | +45.5% | -28.0% | +7.8% |
| 3Y | +202.0% | -52.8% | +254.8% | +213.6% |
| 5Y | +152.4% | -82.6% | +235.0% | +184.7% |
| All | +454.8% | +107.4% | +347.4% | +344.4% |
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 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