+185.7%
GS vs FIVN
-80.6%
+266.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.4% |
| 7D | +0.9% | -2.3% | +3.2% | +1.3% |
| 30D | -1.6% | +12.4% | -14.0% | -3.7% |
| 3M | -4.5% | +36.0% | -40.5% | -9.7% |
| 6M | +20.9% | +86.0% | -65.1% | +7.0% |
| YTD | +19.9% | +65.9% | -46.0% | +7.7% |
| 1Y | +41.4% | +26.5% | +14.9% | +32.8% |
| 3Y | +239.2% | -54.2% | +293.4% | +257.7% |
| All | +185.7% | -80.6% | +266.3% | +219.5% |
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 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