+3.2%
HAL vs FIVN
+115.6%
-112.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | -3.3% | -11.3% | +8.0% | -2.2% |
| 30D | +7.2% | -7.3% | +14.5% | +7.8% |
| 3M | -8.8% | +41.7% | -50.5% | -12.5% |
| 6M | +3.0% | +78.3% | -75.3% | -4.4% |
| YTD | +29.4% | +50.9% | -21.5% | +21.7% |
| 1Y | +62.8% | +19.7% | +43.2% | +56.7% |
| 3Y | -6.4% | -55.7% | +49.3% | -3.4% |
| 5Y | +103.6% | -82.6% | +186.2% | +120.9% |
| All | +3.2% | +115.6% | -112.4% | -9.5% |
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 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