+436.0%
META vs FIVN
+99.4%
+336.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.9% |
| 7D | +3.3% | -22.4% | +25.7% | +8.9% |
| 30D | -10.8% | -23.8% | +13.0% | -5.7% |
| 3M | +7.9% | -19.5% | +27.4% | +12.0% |
| 6M | +5.4% | +25.6% | -20.2% | -3.0% |
| YTD | -2.6% | +38.4% | -41.0% | -14.8% |
| 1Y | +1.9% | +33.7% | -31.8% | -10.4% |
| 3Y | +97.0% | -56.2% | +153.1% | +116.3% |
| 5Y | +97.6% | -82.9% | +180.6% | +164.0% |
| 10Y | +436.0% | +103.6% | +332.4% | +313.5% |
| All | +436.0% | +99.4% | +336.7% | +313.5% |
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