+9.2%
O vs FIVN
-82.6%
+91.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -0.4% | -17.4% | +17.0% | +0.4% |
| 30D | +8.3% | -20.4% | +28.7% | +9.3% |
| 3M | -4.0% | -9.6% | +5.7% | -3.9% |
| 6M | -2.6% | +34.7% | -37.3% | -5.0% |
| YTD | +9.9% | +40.6% | -30.7% | +6.4% |
| 1Y | +9.8% | +34.3% | -24.5% | +6.6% |
| 3Y | +39.7% | -55.5% | +95.2% | +46.6% |
| 5Y | +9.2% | -82.5% | +91.6% | +20.6% |
| All | +9.2% | -82.6% | +91.8% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling