+401.3%
HIG vs FIVN
+280.5%
+120.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -2.3% | -11.3% | +9.0% | -1.6% |
| 30D | -1.2% | -7.3% | +6.1% | -0.8% |
| 3M | +6.3% | +41.7% | -35.4% | +3.8% |
| 6M | +0.6% | +78.3% | -77.7% | -3.6% |
| YTD | +0.6% | +50.9% | -50.3% | -2.8% |
| 1Y | +6.1% | +19.7% | -13.6% | +3.8% |
| 3Y | +102.0% | -55.7% | +157.7% | +106.3% |
| 5Y | +119.2% | -82.6% | +201.8% | +130.4% |
| 10Y | +312.5% | +113.6% | +198.8% | +246.5% |
| All | +401.3% | +280.5% | +120.8% | +297.4% |
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