+203.8%
INTC vs FIVN
+243.6%
-39.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.9% |
| 7D | +6.0% | -2.8% | +8.9% | +6.6% |
| 30D | -39.2% | -17.4% | -21.8% | -37.1% |
| 3M | -42.9% | -19.2% | -23.8% | -41.0% |
| 6M | -50.4% | +29.4% | -79.8% | -54.2% |
| YTD | +61.7% | +36.3% | +25.4% | +44.5% |
| 1Y | +66.1% | +33.5% | +32.7% | +48.9% |
| 3Y | +58.1% | -56.8% | +115.0% | +72.5% |
| 5Y | +27.9% | -83.0% | +110.9% | +56.7% |
| 10Y | +111.1% | +87.3% | +23.9% | +80.9% |
| All | +203.8% | +243.6% | -39.9% | +144.7% |
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