+50.9%
O vs FIVN
+115.6%
-64.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -3.5% | -11.3% | +7.8% | -2.9% |
| 30D | -3.3% | -7.3% | +4.0% | -3.0% |
| 3M | -2.8% | +41.7% | -44.5% | -5.1% |
| 6M | -5.8% | +78.3% | -84.0% | -9.7% |
| YTD | +9.4% | +50.9% | -41.5% | +5.6% |
| 1Y | +5.7% | +19.7% | -14.0% | +3.5% |
| 3Y | +27.2% | -55.7% | +83.0% | +32.0% |
| 5Y | +17.2% | -82.6% | +99.8% | +26.4% |
| All | +50.9% | +115.6% | -64.7% | +34.0% |
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