+126.5%
HSY vs FIVN
+118.5%
+8.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.6% |
| 7D | +0.1% | -7.8% | +7.9% | +0.3% |
| 30D | -5.2% | -1.7% | -3.5% | -5.2% |
| 3M | -3.4% | +47.2% | -50.6% | -4.8% |
| 6M | -19.2% | +82.7% | -101.9% | -21.1% |
| YTD | -2.6% | +52.9% | -55.6% | -4.4% |
| 1Y | -3.8% | +17.5% | -21.2% | -4.6% |
| 3Y | -10.6% | -55.8% | +45.2% | -8.6% |
| 5Y | +12.3% | -82.3% | +94.6% | +19.3% |
| All | +126.5% | +118.5% | +8.0% | +108.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling