-52.7%
INTU vs FIVN
+13.9%
-66.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -0.6% |
| 7D | -8.5% | -9.6% | +1.1% | -5.1% |
| 30D | -6.1% | -11.9% | +5.8% | -2.0% |
| 3M | +7.3% | +40.1% | -32.7% | -6.8% |
| 6M | -33.2% | +68.3% | -101.6% | -46.6% |
| YTD | -52.2% | +51.5% | -103.6% | -60.6% |
| 1Y | -52.7% | +15.1% | -67.8% | -57.9% |
| All | -52.7% | +13.9% | -66.6% | -57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling