+393.1%
INTU vs FIVN
+249.1%
+144.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.5% | +1.7% |
| 7D | -1.2% | -22.4% | +21.2% | +5.1% |
| 30D | +12.4% | -23.8% | +36.2% | +19.7% |
| 3M | +2.3% | -19.5% | +21.8% | +6.7% |
| 6M | -13.3% | +25.6% | -38.9% | -20.4% |
| YTD | -47.9% | +38.4% | -86.3% | -54.1% |
| 1Y | -47.2% | +33.7% | -80.8% | -53.1% |
| 3Y | -33.9% | -56.2% | +22.3% | -26.4% |
| 5Y | -41.3% | -82.9% | +41.6% | -21.8% |
| 10Y | +237.9% | +103.6% | +134.3% | +188.9% |
| All | +393.1% | +249.1% | +144.0% | +296.6% |
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