+36.2%
HST vs FIVN
+15.3%
+20.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.5% |
| 7D | +0.7% | -11.3% | +12.0% | +1.2% |
| 30D | -0.7% | -7.3% | +6.6% | -0.4% |
| 3M | -4.0% | +41.7% | -45.7% | -5.6% |
| 6M | +20.7% | +78.3% | -57.6% | +16.4% |
| YTD | +31.0% | +50.9% | -19.8% | +27.1% |
| 1Y | +36.2% | +19.7% | +16.6% | +28.2% |
| All | +36.2% | +15.3% | +20.9% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling