+56.9%
ON vs FIVN
-82.0%
+138.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +0.7% |
| 7D | -1.9% | -9.6% | +7.7% | +1.1% |
| 30D | -11.0% | -11.9% | +0.9% | -8.1% |
| 3M | -39.3% | +40.1% | -79.4% | -47.1% |
| 6M | +19.8% | +68.3% | -48.5% | -5.8% |
| YTD | +31.1% | +51.5% | -20.4% | +5.4% |
| 1Y | +46.0% | +15.1% | +30.9% | +30.2% |
| 3Y | -27.5% | -55.6% | +28.1% | -14.0% |
| 5Y | +56.9% | -82.4% | +139.3% | +135.0% |
| All | +56.9% | -82.0% | +138.9% | +135.0% |
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 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