+12.9%
HAS vs FIVN
-80.6%
+93.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.1% |
| 7D | -1.8% | -2.3% | +0.5% | -1.5% |
| 30D | +2.3% | +12.4% | -10.1% | -0.1% |
| 3M | +10.4% | +36.0% | -25.7% | +3.9% |
| 6M | -3.2% | +86.0% | -89.2% | -15.0% |
| YTD | +15.4% | +65.9% | -50.5% | +2.9% |
| 1Y | +18.8% | +26.5% | -7.7% | +11.1% |
| 3Y | +43.9% | -54.2% | +98.2% | +55.4% |
| All | +12.9% | -80.6% | +93.5% | +30.4% |
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