+156.6%
HDB vs FIVN
+318.5%
-161.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.2% |
| 7D | +0.4% | -2.3% | +2.7% | +0.6% |
| 30D | -2.8% | +12.4% | -15.2% | -4.1% |
| 3M | -3.5% | +36.0% | -39.6% | -6.8% |
| 6M | -24.7% | +86.0% | -110.7% | -29.9% |
| YTD | -36.6% | +65.9% | -102.5% | -40.5% |
| 1Y | -34.4% | +26.5% | -60.9% | -37.0% |
| 3Y | -24.4% | -54.2% | +29.8% | -21.1% |
| 5Y | -35.4% | -80.5% | +45.1% | -28.8% |
| 10Y | +39.5% | +109.6% | -70.1% | +25.4% |
| All | +156.6% | +318.5% | -161.9% | +121.0% |
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