+836.9%
HOOD vs FIVN
-56.5%
+893.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -3.3% |
| 7D | -3.8% | -2.8% | -0.9% | -2.8% |
| 30D | -23.0% | -17.4% | -5.6% | -18.8% |
| 3M | -21.6% | -19.2% | -2.5% | -17.5% |
| 6M | +1.4% | +29.4% | -27.9% | -12.2% |
| YTD | -31.2% | +36.3% | -67.4% | -43.8% |
| 1Y | -35.9% | +33.5% | -69.4% | -47.2% |
| 3Y | +836.9% | -56.8% | +893.8% | +1,011.6% |
| All | +836.9% | -56.5% | +893.4% | +1,011.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling