+236.7%
INTU vs FIVN
+86.2%
+150.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.4% |
| 7D | +0.1% | -2.8% | +2.9% | +0.9% |
| 30D | +10.1% | -17.4% | +27.5% | +15.5% |
| 3M | -4.2% | -19.2% | +15.0% | +0.4% |
| 6M | -7.2% | +29.4% | -36.6% | -16.9% |
| YTD | -47.7% | +36.3% | -83.9% | -54.8% |
| 1Y | -46.7% | +33.5% | -80.2% | -53.7% |
| 3Y | -34.1% | -56.8% | +22.8% | -24.8% |
| 5Y | -43.3% | -83.0% | +39.7% | -18.9% |
| All | +236.7% | +86.2% | +150.5% | +164.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling