+102.3%
INTC vs FIVN
-82.6%
+184.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +9.4% | -11.3% | +20.7% | +12.0% |
| 30D | +2.7% | -7.3% | +10.0% | +3.9% |
| 3M | -6.3% | +41.7% | -48.0% | -15.1% |
| 6M | +114.5% | +78.3% | +36.2% | +79.5% |
| YTD | +171.9% | +50.9% | +121.0% | +134.2% |
| 1Y | +305.0% | +19.7% | +285.3% | +269.2% |
| 3Y | +168.3% | -55.7% | +224.1% | +196.8% |
| 5Y | +102.3% | -82.6% | +184.9% | +140.2% |
| All | +102.3% | -82.6% | +184.9% | +140.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling