-41.7%
INTU vs FIVN
-55.8%
+14.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -9.2% | -11.3% | +2.1% | -6.2% |
| 30D | -7.0% | -7.3% | +0.3% | -5.1% |
| 3M | +10.5% | +41.7% | -31.2% | -0.4% |
| 6M | -30.6% | +78.3% | -108.8% | -41.4% |
| YTD | -52.3% | +50.9% | -103.2% | -58.4% |
| 1Y | -51.8% | +19.7% | -71.5% | -56.1% |
| All | -41.7% | -55.8% | +14.1% | -39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling