+27.8%
INTC vs FIVN
-82.9%
+110.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.8% |
| 7D | +6.0% | -2.8% | +8.9% | +6.7% |
| 30D | -39.2% | -17.4% | -21.8% | -36.8% |
| 3M | -42.9% | -19.2% | -23.8% | -40.7% |
| 6M | -50.4% | +29.4% | -79.8% | -54.9% |
| YTD | +61.7% | +36.3% | +25.4% | +41.0% |
| 1Y | +66.1% | +33.5% | +32.7% | +45.4% |
| 3Y | +58.1% | -56.8% | +115.0% | +76.9% |
| All | +27.8% | -82.9% | +110.8% | +65.2% |
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