-41.6%
INTU vs FIVN
-83.0%
+41.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.5% | +1.9% |
| 7D | -1.2% | -22.4% | +21.2% | +6.3% |
| 30D | +12.4% | -23.8% | +36.2% | +21.1% |
| 3M | +2.3% | -19.5% | +21.8% | +7.4% |
| 6M | -13.3% | +25.6% | -38.9% | -22.2% |
| YTD | -47.9% | +38.4% | -86.3% | -55.6% |
| 1Y | -47.2% | +33.7% | -80.8% | -54.6% |
| 3Y | -33.9% | -56.2% | +22.3% | -24.1% |
| All | -41.6% | -83.0% | +41.4% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling