+114.6%
HRB vs FIVN
-82.2%
+196.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.4% |
| 7D | -8.0% | -7.8% | -0.2% | -7.4% |
| 30D | -16.0% | -1.7% | -14.2% | -15.9% |
| 3M | +26.9% | +47.2% | -20.3% | +22.6% |
| 6M | +51.1% | +82.7% | -31.6% | +43.3% |
| YTD | +7.1% | +52.9% | -45.9% | +2.5% |
| 1Y | -9.6% | +17.5% | -27.1% | -12.3% |
| 3Y | +25.4% | -55.8% | +81.2% | +28.4% |
| All | +114.6% | -82.2% | +196.8% | +133.0% |
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