+24.7%
HRB vs FIVN
-55.8%
+80.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -12.2% | -11.3% | -0.9% | -11.4% |
| 30D | -3.0% | -7.3% | +4.3% | -2.5% |
| 3M | +21.7% | +41.7% | -20.0% | +18.3% |
| 6M | +52.3% | +78.3% | -25.9% | +45.9% |
| YTD | +6.5% | +50.9% | -44.4% | +2.5% |
| 1Y | -6.7% | +19.7% | -26.3% | -10.0% |
| All | +24.7% | -55.8% | +80.6% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling