+121.3%
HBM vs FIVN
+27.5%
+93.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -1.0% |
| 7D | -6.4% | -2.3% | -4.1% | -6.4% |
| 30D | +5.9% | +12.4% | -6.5% | +5.9% |
| 3M | -8.9% | +36.0% | -44.9% | -8.1% |
| 6M | +10.7% | +86.0% | -75.3% | +12.3% |
| YTD | +38.3% | +65.9% | -27.7% | +42.6% |
| 1Y | +121.3% | +26.5% | +94.8% | +147.0% |
| All | +121.3% | +27.5% | +93.9% | +147.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling