+189.2%
HAS vs FIVN
-55.4%
+244.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -17.6% | +17.1% | +1.8% |
| 7D | -0.2% | -22.6% | +22.5% | +3.1% |
| 30D | +31.0% | -16.8% | +47.8% | +33.8% |
| 3M | +30.7% | -0.9% | +31.5% | +29.3% |
| 6M | +23.9% | +28.4% | -4.5% | +17.3% |
| YTD | +48.3% | +40.2% | +8.1% | +36.5% |
| 1Y | +60.2% | +30.5% | +29.7% | +49.2% |
| 3Y | +189.2% | -56.2% | +245.4% | +210.1% |
| All | +189.2% | -55.4% | +244.6% | +210.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling