+232.4%
HAS vs FIVN
+249.1%
-16.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.6% | +1.2% |
| 7D | +3.3% | -22.4% | +25.7% | +6.4% |
| 30D | +30.5% | -23.8% | +54.3% | +34.6% |
| 3M | +29.9% | -19.5% | +49.4% | +32.4% |
| 6M | +26.5% | +25.6% | +1.0% | +20.9% |
| YTD | +51.9% | +38.4% | +13.5% | +41.3% |
| 1Y | +60.9% | +33.7% | +27.2% | +50.1% |
| 3Y | +215.0% | -56.2% | +271.2% | +230.5% |
| 5Y | +51.5% | -82.9% | +134.4% | +70.6% |
| 10Y | +102.2% | +103.6% | -1.3% | +84.0% |
| All | +232.4% | +249.1% | -16.7% | +191.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling