+340.8%
HPE vs FIVN
-82.6%
+423.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.4% | -5.9% | -6.2% |
| 7D | +1.4% | -11.3% | +12.7% | +3.3% |
| 30D | +1.5% | -7.3% | +8.8% | +2.5% |
| 3M | +21.7% | +41.7% | -19.9% | +13.1% |
| 6M | +164.2% | +78.3% | +85.9% | +132.4% |
| YTD | +132.1% | +50.9% | +81.2% | +109.4% |
| 1Y | +130.6% | +19.7% | +111.0% | +116.9% |
| 3Y | +244.1% | -55.7% | +299.9% | +257.7% |
| 5Y | +340.8% | -82.6% | +423.4% | +368.8% |
| All | +340.8% | -82.6% | +423.4% | +368.8% |
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