+250.7%
HOOD vs FIVN
-83.3%
+334.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.1% |
| 7D | +17.1% | -2.3% | +19.4% | +18.3% |
| 30D | +31.6% | +12.4% | +19.2% | +24.0% |
| 3M | +38.2% | +36.0% | +2.2% | +17.8% |
| 6M | +48.5% | +86.0% | -37.4% | +5.6% |
| YTD | +8.0% | +65.9% | -58.0% | -20.0% |
| 1Y | +18.7% | +26.5% | -7.8% | -0.4% |
| 3Y | +999.1% | -54.2% | +1,053.3% | +1,258.6% |
| 5Y | +181.7% | -80.5% | +262.1% | +433.6% |
| All | +250.7% | -83.3% | +334.0% | +932.0% |
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