-5.4%
JD vs FIVN
+27.5%
-32.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.0% |
| 7D | -1.7% | -2.3% | +0.6% | -1.6% |
| 30D | -13.2% | +12.4% | -25.6% | -13.7% |
| 3M | -3.2% | +36.0% | -39.2% | -5.2% |
| 6M | +15.2% | +86.0% | -70.7% | +10.6% |
| YTD | +2.0% | +65.9% | -64.0% | -0.9% |
| 1Y | -5.4% | +26.5% | -31.9% | -1.8% |
| All | -5.4% | +27.5% | -32.8% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling