+392.7%
INTU vs FIVN
+254.6%
+138.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -4.1% | -17.4% | +13.3% | +0.4% |
| 30D | +12.8% | -20.4% | +33.2% | +18.8% |
| 3M | +2.1% | -9.6% | +11.8% | +3.3% |
| 6M | -11.5% | +34.7% | -46.2% | -20.1% |
| YTD | -47.9% | +40.6% | -88.5% | -54.3% |
| 1Y | -47.7% | +34.3% | -82.0% | -53.6% |
| 3Y | -34.0% | -55.5% | +21.5% | -26.7% |
| 5Y | -43.5% | -82.5% | +38.9% | -25.2% |
| 10Y | +231.1% | +93.2% | +137.9% | +184.0% |
| All | +392.7% | +254.6% | +138.1% | +294.7% |
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