+114.0%
HST vs FIVN
+249.1%
-135.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +3.0% |
| 7D | +0.6% | -22.4% | +23.0% | +3.0% |
| 30D | +14.5% | -23.8% | +38.2% | +17.3% |
| 3M | +15.4% | -19.5% | +34.9% | +17.2% |
| 6M | +22.0% | +25.6% | -3.6% | +17.5% |
| YTD | +54.9% | +38.4% | +16.5% | +46.1% |
| 1Y | +54.0% | +33.7% | +20.3% | +45.7% |
| 3Y | +90.4% | -56.2% | +146.6% | +96.8% |
| 5Y | +84.2% | -82.9% | +167.1% | +96.8% |
| 10Y | +144.6% | +103.6% | +41.0% | +109.9% |
| All | +114.0% | +249.1% | -135.1% | +74.4% |
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