+563.1%
HPE vs FIVN
+118.5%
+444.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.4% | +11.1% | +12.3% |
| 7D | +19.4% | -7.8% | +27.2% | +20.6% |
| 30D | +5.6% | -1.7% | +7.3% | +5.7% |
| 3M | +33.1% | +47.2% | -14.1% | +24.7% |
| 6M | +192.5% | +82.7% | +109.7% | +163.2% |
| YTD | +160.9% | +52.9% | +108.0% | +139.9% |
| 1Y | +155.0% | +17.5% | +137.5% | +143.0% |
| 3Y | +289.4% | -55.8% | +345.2% | +303.9% |
| 5Y | +395.7% | -82.3% | +478.0% | +442.2% |
| All | +563.1% | +118.5% | +444.6% | +394.3% |
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