+213.3%
HPQ vs FIVN
+292.8%
-79.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.1% | +1.6% | -3.5% |
| 7D | -0.5% | -8.2% | +7.7% | +1.0% |
| 30D | +3.7% | -8.1% | +11.8% | +5.1% |
| 3M | +24.3% | +34.9% | -10.6% | +17.4% |
| 6M | +64.8% | +72.6% | -7.9% | +48.1% |
| YTD | +43.9% | +55.8% | -11.9% | +30.9% |
| 1Y | +11.7% | +17.1% | -5.5% | +6.1% |
| 3Y | +19.7% | -54.3% | +74.0% | +26.5% |
| 5Y | +32.2% | -81.6% | +113.8% | +52.8% |
| 10Y | +198.9% | +109.2% | +89.8% | +137.2% |
| All | +213.3% | +292.8% | -79.5% | +124.3% |
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 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