-4.3%
M vs FIVN
+99.4%
-103.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +1.1% |
| 7D | +5.0% | -22.4% | +27.4% | +8.8% |
| 30D | +10.6% | -23.8% | +34.4% | +14.7% |
| 3M | +1.6% | -19.5% | +21.1% | +4.1% |
| 6M | +30.8% | +25.6% | +5.3% | +24.7% |
| YTD | +16.9% | +38.4% | -21.5% | +8.1% |
| 1Y | +26.3% | +33.7% | -7.4% | +17.3% |
| 3Y | +158.6% | -56.2% | +214.8% | +170.7% |
| 5Y | +2.1% | -82.9% | +85.0% | +6.8% |
| 10Y | -4.3% | +103.6% | -107.9% | -14.5% |
| All | -4.3% | +99.4% | -103.7% | -14.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling