+51.0%
HPQ vs FIVN
-82.2%
+133.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.4% | +7.0% | +8.1% |
| 7D | +9.8% | -7.8% | +17.6% | +11.6% |
| 30D | +22.4% | -1.7% | +24.1% | +22.6% |
| 3M | +45.2% | +47.2% | -2.0% | +33.5% |
| 6M | +96.4% | +82.7% | +13.7% | +71.7% |
| YTD | +65.4% | +52.9% | +12.5% | +48.8% |
| 1Y | +31.6% | +17.5% | +14.1% | +24.0% |
| 3Y | +37.0% | -55.8% | +92.9% | +44.6% |
| All | +51.0% | -82.2% | +133.1% | +74.4% |
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