+251.9%
HBM vs FIVN
+280.5%
-28.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.4% | -7.1% | -7.5% |
| 7D | -3.7% | -11.3% | +7.6% | -1.8% |
| 30D | -3.7% | -7.3% | +3.6% | -2.7% |
| 3M | +8.0% | +41.7% | -33.7% | 0.0% |
| 6M | +15.8% | +78.3% | -62.5% | +0.8% |
| YTD | +34.4% | +50.9% | -16.5% | +19.6% |
| 1Y | +98.2% | +19.7% | +78.5% | +84.1% |
| 3Y | +476.6% | -55.7% | +532.3% | +524.6% |
| 5Y | +331.1% | -82.6% | +413.7% | +424.6% |
| 10Y | +591.6% | +113.6% | +478.0% | +417.2% |
| All | +251.9% | +280.5% | -28.6% | +107.7% |
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