+26.3%
M vs FIVN
+36.6%
-10.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +1.0% |
| 7D | +5.0% | -22.4% | +27.4% | +7.9% |
| 30D | +10.6% | -23.8% | +34.4% | +13.7% |
| 3M | +1.6% | -19.5% | +21.1% | +3.6% |
| 6M | +30.8% | +25.6% | +5.3% | +28.1% |
| YTD | +16.9% | +38.4% | -21.5% | +15.2% |
| 1Y | +26.3% | +33.7% | -7.4% | +25.7% |
| All | +26.3% | +36.6% | -10.4% | +25.7% |
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 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