+206.1%
HON vs FIVN
+292.8%
-86.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.5% | -0.1% |
| 7D | -0.8% | -8.2% | +7.4% | -0.1% |
| 30D | -15.2% | -8.1% | -7.0% | -14.6% |
| 3M | -6.0% | +34.9% | -40.9% | -8.9% |
| 6M | -14.9% | +72.6% | -87.5% | -20.0% |
| YTD | +3.2% | +55.8% | -52.6% | -2.5% |
| 1Y | 0.0% | +17.1% | -17.1% | -3.0% |
| 3Y | +21.5% | -54.3% | +75.8% | +25.5% |
| 5Y | +4.0% | -81.6% | +85.6% | +12.8% |
| 10Y | +138.4% | +109.2% | +29.2% | +104.5% |
| All | +206.1% | +292.8% | -86.8% | +150.2% |
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 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