+127.2%
HSY vs FIVN
+318.5%
-191.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.0% |
| 7D | -3.3% | -2.3% | -1.0% | -3.2% |
| 30D | -2.8% | +12.4% | -15.2% | -3.3% |
| 3M | -4.5% | +36.0% | -40.5% | -5.8% |
| 6M | -24.2% | +86.0% | -110.2% | -26.3% |
| YTD | -2.7% | +65.9% | -68.7% | -5.2% |
| 1Y | -3.7% | +26.5% | -30.2% | -5.1% |
| 3Y | -11.5% | -54.2% | +42.7% | -9.5% |
| 5Y | +10.3% | -80.5% | +90.8% | +16.5% |
| 10Y | +122.1% | +109.6% | +12.5% | +97.1% |
| All | +127.2% | +318.5% | -191.3% | +90.1% |
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