+332.5%
HBM vs FIVN
-82.2%
+414.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.7% |
| 7D | -3.3% | -7.8% | +4.6% | -2.0% |
| 30D | -4.8% | -1.7% | -3.1% | -4.9% |
| 3M | -0.4% | +47.2% | -47.6% | -8.8% |
| 6M | +17.9% | +82.7% | -64.8% | +1.0% |
| YTD | +33.7% | +52.9% | -19.2% | +17.9% |
| 1Y | +95.6% | +17.5% | +78.1% | +83.3% |
| 3Y | +458.1% | -55.8% | +513.9% | +519.0% |
| All | +332.5% | -82.2% | +414.7% | +398.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling