-58.4%
JD vs FIVN
-83.3%
+24.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.6% | +0.6% |
| 7D | +5.2% | -22.4% | +27.6% | +10.4% |
| 30D | +4.5% | -23.8% | +28.3% | +9.7% |
| 3M | -15.4% | -19.5% | +4.1% | -13.0% |
| 6M | -6.0% | +25.6% | -31.6% | -14.5% |
| YTD | +2.2% | +38.4% | -36.2% | -11.9% |
| 1Y | -6.7% | +33.7% | -40.3% | -19.0% |
| 3Y | +20.5% | -56.2% | +76.7% | +37.6% |
| 5Y | -58.4% | -82.9% | +24.5% | -43.0% |
| All | -58.4% | -83.3% | +24.9% | -43.0% |
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