+387.8%
INTC vs FIVN
+318.5%
+69.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +6.9% | +5.0% |
| 7D | +7.1% | -2.3% | +9.4% | +7.5% |
| 30D | -5.2% | +12.4% | -17.6% | -7.8% |
| 3M | -14.3% | +36.0% | -50.3% | -20.5% |
| 6M | +110.2% | +86.0% | +24.2% | +79.5% |
| YTD | +159.6% | +65.9% | +93.7% | +124.8% |
| 1Y | +289.3% | +26.5% | +262.8% | +255.1% |
| 3Y | +166.1% | -54.2% | +220.3% | +187.5% |
| 5Y | +94.4% | -80.5% | +174.8% | +132.0% |
| 10Y | +227.7% | +109.6% | +118.1% | +173.5% |
| All | +387.8% | +318.5% | +69.3% | +280.7% |
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