-32.2%
INFY vs FIVN
-55.2%
+23.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.2% |
| 7D | -5.4% | -7.8% | +2.5% | -4.0% |
| 30D | -9.9% | -1.7% | -8.1% | -9.6% |
| 3M | -4.6% | +47.2% | -51.8% | -10.9% |
| 6M | -18.5% | +82.7% | -101.2% | -27.1% |
| YTD | -36.5% | +52.9% | -89.5% | -41.9% |
| 1Y | -32.8% | +17.5% | -50.2% | -36.4% |
| 3Y | -32.2% | -55.8% | +23.6% | -31.3% |
| All | -32.2% | -55.2% | +23.0% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling