-61.3%
JD vs FIVN
-81.8%
+20.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.1% | +4.1% | -0.7% |
| 7D | -0.8% | -8.2% | +7.4% | +1.1% |
| 30D | -16.0% | -8.1% | -7.9% | -14.8% |
| 3M | -3.2% | +34.9% | -38.1% | -11.1% |
| 6M | +6.1% | +72.6% | -66.6% | -10.7% |
| YTD | -0.1% | +55.8% | -55.9% | -14.4% |
| 1Y | -12.7% | +17.1% | -29.9% | -19.5% |
| 3Y | -6.3% | -54.3% | +48.0% | +8.0% |
| 5Y | -61.3% | -81.6% | +20.2% | -49.7% |
| All | -61.3% | -81.8% | +20.5% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling