+20.1%
GSK vs FIVN
+20.3%
-0.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | +0.1% |
| 7D | -3.5% | -7.8% | +4.3% | -3.7% |
| 30D | -3.4% | -1.7% | -1.7% | -3.4% |
| 3M | -8.1% | +47.2% | -55.3% | -6.3% |
| 6M | -11.1% | +82.7% | -93.9% | -8.0% |
| YTD | +0.7% | +52.9% | -52.2% | +4.1% |
| 1Y | +20.1% | +17.5% | +2.7% | +22.1% |
| All | +20.1% | +20.3% | -0.2% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling