+141.7%
HRB vs FIVN
+282.0%
-140.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.1% | -1.5% |
| 7D | -10.6% | -9.6% | -1.0% | -10.0% |
| 30D | -0.8% | -11.9% | +11.1% | -0.1% |
| 3M | +19.1% | +40.1% | -21.0% | +16.3% |
| 6M | +48.7% | +68.3% | -19.6% | +43.1% |
| YTD | +7.1% | +51.5% | -44.4% | +3.6% |
| 1Y | -8.3% | +15.1% | -23.5% | -10.3% |
| 3Y | +25.8% | -55.6% | +81.4% | +28.0% |
| 5Y | +111.1% | -82.4% | +193.5% | +121.5% |
| 10Y | +206.6% | +114.5% | +92.1% | +164.2% |
| All | +141.7% | +282.0% | -140.3% | +103.7% |
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