+116.3%
M vs FIVN
-55.5%
+171.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.1% | +3.5% | -1.2% |
| 7D | +2.4% | -8.2% | +10.6% | +4.3% |
| 30D | -11.6% | -8.1% | -3.5% | -10.2% |
| 3M | +1.6% | +34.9% | -33.3% | -6.4% |
| 6M | +25.2% | +72.6% | -47.4% | +6.2% |
| YTD | +3.8% | +55.8% | -52.0% | -10.2% |
| 1Y | +36.3% | +17.1% | +19.2% | +28.2% |
| 3Y | +116.3% | -54.3% | +170.7% | +136.6% |
| All | +116.3% | -55.5% | +171.9% | +136.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling