+47.6%
ON vs FIVN
+55.4%
-7.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -1.9% |
| 7D | -5.8% | -3.4% | -2.4% | -5.9% |
| 30D | -17.1% | +5.8% | -22.9% | -17.0% |
| 3M | -11.8% | +22.0% | -33.8% | -11.4% |
| 6M | -30.2% | +55.7% | -85.9% | -28.0% |
| YTD | +31.6% | +81.3% | -49.7% | +35.3% |
| 1Y | +47.6% | +58.0% | -10.4% | +62.3% |
| All | +47.6% | +55.4% | -7.9% | +62.3% |
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