+164.0%
HBAN vs FIVN
+282.0%
-118.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.5% |
| 7D | -1.5% | -9.6% | +8.1% | -0.5% |
| 30D | -5.5% | -11.9% | +6.4% | -4.5% |
| 3M | -0.2% | +40.1% | -40.3% | -4.1% |
| 6M | +5.2% | +68.3% | -63.2% | -1.7% |
| YTD | -2.3% | +51.5% | -53.8% | -8.0% |
| 1Y | -2.2% | +15.1% | -17.3% | -5.4% |
| 3Y | +73.8% | -55.6% | +129.4% | +79.3% |
| 5Y | +35.2% | -82.4% | +117.7% | +43.8% |
| 10Y | +155.4% | +114.5% | +40.9% | +108.5% |
| All | +164.0% | +282.0% | -118.0% | +100.1% |
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 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