-3.6%
HD vs FIVN
+34.6%
-38.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.6% |
| 7D | +5.2% | -22.4% | +27.6% | +6.0% |
| 30D | +20.7% | -23.8% | +44.5% | +21.6% |
| 3M | +0.8% | -19.5% | +20.3% | +1.4% |
| 6M | +12.2% | +25.6% | -13.3% | +11.8% |
| YTD | +4.2% | +38.4% | -34.2% | +4.5% |
| All | -3.6% | +34.6% | -38.2% | -3.5% |
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