+572.1%
ON vs FIVN
+115.6%
+456.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -4.7% | -11.3% | +6.6% | -1.3% |
| 30D | -13.5% | -7.3% | -6.2% | -11.9% |
| 3M | -36.3% | +41.7% | -78.0% | -44.7% |
| 6M | +17.8% | +78.3% | -60.5% | -8.6% |
| YTD | +29.6% | +50.9% | -21.3% | +4.7% |
| 1Y | +45.8% | +19.7% | +26.1% | +27.4% |
| 3Y | -28.3% | -55.7% | +27.4% | -17.1% |
| 5Y | +49.6% | -82.6% | +132.2% | +118.1% |
| All | +572.1% | +115.6% | +456.5% | +331.5% |
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