+818.7%
HCA vs FIVN
+285.7%
+533.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.3% |
| 7D | +5.4% | -7.8% | +13.3% | +6.1% |
| 30D | +3.0% | -1.7% | +4.7% | +3.0% |
| 3M | +13.0% | +47.2% | -34.2% | +9.2% |
| 6M | -20.3% | +82.7% | -103.0% | -24.9% |
| YTD | -8.2% | +52.9% | -61.1% | -12.6% |
| 1Y | +6.7% | +17.5% | -10.8% | +3.8% |
| 3Y | +60.4% | -55.8% | +116.2% | +67.6% |
| 5Y | +73.4% | -82.3% | +155.8% | +90.4% |
| 10Y | +506.9% | +116.5% | +390.4% | +423.4% |
| All | +818.7% | +285.7% | +533.0% | +657.2% |
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