+379.6%
INTU vs FIVN
+318.5%
+61.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -2.7% |
| 7D | -7.1% | -2.3% | -4.8% | -6.5% |
| 30D | +1.5% | +12.4% | -10.9% | -2.3% |
| 3M | +10.7% | +36.0% | -25.4% | +0.8% |
| 6M | -23.8% | +86.0% | -109.8% | -36.7% |
| YTD | -49.3% | +65.9% | -115.2% | -56.8% |
| 1Y | -49.7% | +26.5% | -76.2% | -54.3% |
| 3Y | -38.0% | -54.2% | +16.2% | -31.0% |
| 5Y | -38.7% | -80.5% | +41.7% | -20.5% |
| 10Y | +221.3% | +109.6% | +111.7% | +169.7% |
| All | +379.6% | +318.5% | +61.1% | +273.2% |
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