+48.2%
GSK vs FIVN
-82.6%
+130.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -5.4% | -11.3% | +5.9% | -5.2% |
| 30D | -4.6% | -7.3% | +2.7% | -4.5% |
| 3M | -5.1% | +41.7% | -46.8% | -5.6% |
| 6M | -11.4% | +78.3% | -89.7% | -12.4% |
| YTD | +0.7% | +50.9% | -50.2% | -0.1% |
| 1Y | +23.0% | +19.7% | +3.4% | +22.8% |
| 3Y | +48.0% | -55.7% | +103.7% | +50.9% |
| 5Y | +48.2% | -82.6% | +130.8% | +49.9% |
| All | +48.2% | -82.6% | +130.8% | +49.9% |
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