+458.1%
HBM vs FIVN
-55.2%
+513.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.7% |
| 7D | -3.3% | -7.8% | +4.6% | -2.2% |
| 30D | -4.8% | -1.7% | -3.1% | -4.9% |
| 3M | -0.4% | +47.2% | -47.6% | -7.4% |
| 6M | +17.9% | +82.7% | -64.8% | +3.3% |
| YTD | +33.7% | +52.9% | -19.2% | +20.8% |
| 1Y | +95.6% | +17.5% | +78.1% | +89.1% |
| 3Y | +458.1% | -55.8% | +513.9% | +515.0% |
| All | +458.1% | -55.2% | +513.4% | +515.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling