+32.4%
HDB vs FIVN
+115.6%
-83.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -6.2% | -11.3% | +5.1% | -5.0% |
| 30D | -6.2% | -7.3% | +1.1% | -5.6% |
| 3M | -5.9% | +41.7% | -47.5% | -9.8% |
| 6M | -25.9% | +78.3% | -104.2% | -31.5% |
| YTD | -40.2% | +50.9% | -91.1% | -43.9% |
| 1Y | -38.0% | +19.7% | -57.6% | -40.5% |
| 3Y | -30.5% | -55.7% | +25.3% | -26.5% |
| 5Y | -38.1% | -82.6% | +44.4% | -28.9% |
| All | +32.4% | +115.6% | -83.2% | +10.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling