+37.2%
M vs FIVN
+55.4%
-18.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.6% | +6.0% | +7.5% |
| 7D | +8.3% | -3.4% | +11.7% | +8.6% |
| 30D | +14.2% | +5.8% | +8.4% | +13.4% |
| 3M | -1.1% | +22.0% | -23.1% | -3.3% |
| 6M | +36.6% | +55.7% | -19.1% | +30.4% |
| YTD | +19.8% | +81.3% | -61.5% | +14.4% |
| 1Y | +37.2% | +58.0% | -20.8% | +38.0% |
| All | +37.2% | +55.4% | -18.2% | +38.0% |
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 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