+499.0%
HD vs FIVN
+249.1%
+249.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.2% |
| 7D | +5.2% | -22.4% | +27.6% | +8.3% |
| 30D | +20.7% | -23.8% | +44.5% | +24.4% |
| 3M | +0.8% | -19.5% | +20.3% | +2.7% |
| 6M | +12.2% | +25.6% | -13.3% | +7.2% |
| YTD | +4.2% | +38.4% | -34.2% | -3.2% |
| 1Y | -2.6% | +33.7% | -36.2% | -9.2% |
| 3Y | +30.0% | -56.2% | +86.2% | +36.9% |
| 5Y | +8.1% | -82.9% | +91.0% | +24.2% |
| 10Y | +247.2% | +103.6% | +143.6% | +198.1% |
| All | +499.0% | +249.1% | +249.9% | +374.6% |
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