+80.3%
HST vs FIVN
+318.5%
-238.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.5% |
| 7D | -1.0% | -2.3% | +1.3% | -0.8% |
| 30D | -12.3% | +12.4% | -24.7% | -13.6% |
| 3M | -6.4% | +36.0% | -42.4% | -9.9% |
| 6M | +15.0% | +86.0% | -71.0% | +6.1% |
| YTD | +30.5% | +65.9% | -35.4% | +21.5% |
| 1Y | +35.7% | +26.5% | +9.2% | +29.6% |
| 3Y | +68.4% | -54.2% | +122.6% | +73.6% |
| 5Y | +73.1% | -80.5% | +153.6% | +82.7% |
| 10Y | +92.7% | +109.6% | -16.9% | +64.8% |
| All | +80.3% | +318.5% | -238.1% | +45.1% |
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