-1.1%
META vs FIVN
+23.8%
-24.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -17.6% | +18.5% | +2.7% |
| 7D | -0.8% | -22.6% | +21.8% | +1.8% |
| 30D | -15.4% | -16.8% | +1.3% | -14.0% |
| 3M | +3.5% | -0.9% | +4.4% | +3.4% |
| 6M | -0.3% | +28.4% | -28.7% | -2.9% |
| YTD | -7.3% | +40.2% | -47.6% | -10.4% |
| 1Y | -1.1% | +30.5% | -31.6% | -3.9% |
| All | -1.1% | +23.8% | -24.9% | -3.9% |
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