+110.4%
HST vs FIVN
+243.6%
-133.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.2% |
| 7D | +3.6% | -2.8% | +6.4% | +3.9% |
| 30D | +11.2% | -17.4% | +28.6% | +13.1% |
| 3M | +13.1% | -19.2% | +32.3% | +14.9% |
| 6M | +23.9% | +29.4% | -5.4% | +19.0% |
| YTD | +52.3% | +36.3% | +16.0% | +43.9% |
| 1Y | +56.7% | +33.5% | +23.2% | +48.2% |
| 3Y | +87.5% | -56.8% | +144.4% | +94.1% |
| 5Y | +82.8% | -83.0% | +165.8% | +95.5% |
| 10Y | +134.6% | +87.3% | +47.3% | +102.6% |
| All | +110.4% | +243.6% | -133.2% | +71.8% |
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