+682.1%
ON vs FIVN
+318.5%
+363.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.6% |
| 7D | +2.4% | -2.3% | +4.7% | +3.1% |
| 30D | -3.3% | +12.4% | -15.7% | -7.2% |
| 3M | -43.6% | +36.0% | -79.6% | -49.5% |
| 6M | +19.0% | +86.0% | -67.0% | -5.9% |
| YTD | +37.4% | +65.9% | -28.6% | +10.9% |
| 1Y | +54.8% | +26.5% | +28.3% | +35.4% |
| 3Y | -25.2% | -54.2% | +29.0% | -16.0% |
| 5Y | +62.7% | -80.5% | +143.2% | +116.6% |
| 10Y | +574.3% | +109.6% | +464.7% | +410.2% |
| All | +682.1% | +318.5% | +363.6% | +423.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling