+13.0%
HSY vs FIVN
-82.6%
+95.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -0.4% | -11.3% | +10.9% | -0.4% |
| 30D | -3.4% | -7.3% | +3.8% | -3.4% |
| 3M | -0.5% | +41.7% | -42.2% | -0.6% |
| 6M | -19.1% | +78.3% | -97.4% | -19.2% |
| YTD | -2.1% | +50.9% | -52.9% | -2.0% |
| 1Y | -3.2% | +19.7% | -22.9% | -2.8% |
| 3Y | -8.8% | -55.7% | +46.9% | -8.1% |
| 5Y | +13.0% | -82.6% | +95.5% | +13.7% |
| All | +13.0% | -82.6% | +95.6% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling