-6.1%
M vs FIVN
+105.2%
-111.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.8% | -1.4% | -3.8% |
| 7D | -4.1% | -9.6% | +5.5% | -2.7% |
| 30D | -13.6% | -11.9% | -1.7% | -12.2% |
| 3M | -2.3% | +40.1% | -42.4% | -7.6% |
| 6M | +21.9% | +68.3% | -46.4% | +10.8% |
| YTD | -0.6% | +51.5% | -52.1% | -8.8% |
| 1Y | +29.7% | +15.1% | +14.6% | +23.8% |
| 3Y | +107.3% | -55.6% | +162.9% | +116.8% |
| 5Y | +20.5% | -82.4% | +102.9% | +25.1% |
| 10Y | -6.1% | +114.5% | -120.6% | -17.5% |
| All | -6.1% | +105.2% | -111.3% | -17.5% |
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