+193.0%
HOOD vs FIVN
-81.8%
+274.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.1% | +2.2% | -1.4% |
| 7D | +13.4% | -8.2% | +21.6% | +17.5% |
| 30D | +25.8% | -8.1% | +33.9% | +29.9% |
| 3M | +38.0% | +34.9% | +3.1% | +18.0% |
| 6M | +52.2% | +72.6% | -20.4% | +12.2% |
| YTD | +3.7% | +55.8% | -52.0% | -20.7% |
| 1Y | +0.1% | +17.1% | -17.1% | -13.0% |
| 3Y | +992.6% | -54.3% | +1,046.9% | +1,239.4% |
| 5Y | +193.0% | -81.6% | +274.5% | +424.7% |
| All | +193.0% | -81.8% | +274.8% | +424.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling