-26.9%
INFY vs FIVN
+27.5%
-54.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.7% |
| 7D | -2.9% | -2.3% | -0.6% | -2.4% |
| 30D | -6.2% | +12.4% | -18.6% | -8.9% |
| 3M | -4.9% | +36.0% | -40.9% | -11.6% |
| 6M | -16.6% | +86.0% | -102.6% | -27.5% |
| YTD | -32.9% | +65.9% | -98.9% | -40.6% |
| 1Y | -26.9% | +26.5% | -53.4% | -32.3% |
| All | -26.9% | +27.5% | -54.3% | -32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling