-17.4%
JD vs FIVN
+13.9%
-31.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -2.3% |
| 7D | -3.0% | -9.6% | +6.6% | -2.5% |
| 30D | -19.3% | -11.9% | -7.4% | -18.8% |
| 3M | -6.0% | +40.1% | -46.1% | -8.0% |
| 6M | +1.8% | +68.3% | -66.6% | -1.8% |
| YTD | -2.6% | +51.5% | -54.0% | -5.0% |
| 1Y | -17.4% | +15.1% | -32.6% | -13.7% |
| All | -17.4% | +13.9% | -31.3% | -13.7% |
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 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