+164.3%
INTC vs FIVN
-55.8%
+220.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +9.4% | -11.3% | +20.7% | +11.9% |
| 30D | +2.7% | -7.3% | +10.0% | +3.8% |
| 3M | -6.3% | +41.7% | -48.0% | -15.0% |
| 6M | +114.5% | +78.3% | +36.2% | +77.7% |
| YTD | +171.9% | +50.9% | +121.0% | +133.3% |
| 1Y | +305.0% | +19.7% | +285.3% | +273.3% |
| All | +164.3% | -55.8% | +220.1% | +184.3% |
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