+225.5%
HOOD vs FIVN
-84.8%
+310.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | -9.1% | -11.3% | +2.2% | -4.5% |
| 30D | +20.1% | -7.3% | +27.4% | +23.7% |
| 3M | +31.2% | +41.7% | -10.5% | +9.6% |
| 6M | +44.3% | +78.3% | -33.9% | +4.2% |
| YTD | +0.2% | +50.9% | -50.7% | -22.8% |
| 1Y | -3.5% | +19.7% | -23.2% | -17.3% |
| 3Y | +955.2% | -55.7% | +1,011.0% | +1,217.2% |
| 5Y | +175.3% | -82.6% | +257.8% | +450.6% |
| All | +225.5% | -84.8% | +310.3% | +896.5% |
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