+132.3%
HON vs FIVN
+118.5%
+13.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | 0.0% |
| 7D | -3.5% | -7.8% | +4.4% | -2.7% |
| 30D | -13.8% | -1.7% | -12.0% | -13.7% |
| 3M | -11.7% | +47.2% | -58.9% | -15.4% |
| 6M | -18.7% | +82.7% | -101.4% | -24.6% |
| YTD | +0.2% | +52.9% | -52.7% | -5.6% |
| 1Y | -3.1% | +17.5% | -20.5% | -6.3% |
| 3Y | +17.0% | -55.8% | +72.8% | +21.9% |
| 5Y | +2.0% | -82.3% | +84.4% | +12.5% |
| All | +132.3% | +118.5% | +13.8% | +85.9% |
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