-14.9%
HAL vs FIVN
+86.2%
-101.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.2% | +3.4% |
| 7D | +6.1% | -2.8% | +8.9% | +6.4% |
| 30D | +2.9% | -17.4% | +20.3% | +4.5% |
| 3M | +3.3% | -19.2% | +22.5% | +4.8% |
| 6M | -16.9% | +29.4% | -46.3% | -20.2% |
| YTD | +21.2% | +36.3% | -15.1% | +14.4% |
| 1Y | +27.5% | +33.5% | -5.9% | +20.5% |
| 3Y | -6.4% | -56.8% | +50.4% | -3.5% |
| 5Y | +58.0% | -83.0% | +141.0% | +71.5% |
| All | -14.9% | +86.2% | -101.1% | -26.0% |
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