+122.8%
INFY vs FIVN
+280.5%
-157.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -9.8% | -11.3% | +1.5% | -8.3% |
| 30D | -13.4% | -7.3% | -6.1% | -12.5% |
| 3M | -7.2% | +41.7% | -48.9% | -11.8% |
| 6M | -20.6% | +78.3% | -98.9% | -27.4% |
| YTD | -37.5% | +50.9% | -88.3% | -41.7% |
| 1Y | -33.4% | +19.7% | -53.0% | -36.3% |
| 3Y | -32.4% | -55.7% | +23.3% | -29.2% |
| 5Y | -45.5% | -82.6% | +37.1% | -38.4% |
| 10Y | +79.7% | +113.6% | -33.9% | +56.0% |
| All | +122.8% | +280.5% | -157.7% | +76.4% |
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