+152.5%
HAS vs FIVN
+318.5%
-166.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.2% |
| 7D | -1.8% | -2.3% | +0.5% | -1.5% |
| 30D | +2.3% | +12.4% | -10.1% | +0.4% |
| 3M | +10.4% | +36.0% | -25.7% | +5.2% |
| 6M | -3.2% | +86.0% | -89.2% | -12.5% |
| YTD | +15.4% | +65.9% | -50.5% | +5.5% |
| 1Y | +18.8% | +26.5% | -7.7% | +12.4% |
| 3Y | +43.9% | -54.2% | +98.2% | +50.8% |
| 5Y | +13.9% | -80.5% | +94.3% | +26.4% |
| 10Y | +56.4% | +109.6% | -53.2% | +40.8% |
| All | +152.5% | +318.5% | -166.0% | +117.4% |
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 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