-71.4%
OPEN vs FIVN
+55.4%
-126.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.6% | +12.2% | +13.3% |
| 7D | +3.7% | -3.4% | +7.1% | +4.9% |
| 30D | -14.3% | +5.8% | -20.0% | -15.8% |
| 3M | -51.9% | +22.0% | -74.0% | -55.4% |
| 6M | -61.4% | +55.7% | -117.1% | -67.3% |
| YTD | -66.0% | +81.3% | -147.3% | -72.4% |
| 1Y | -71.4% | +58.0% | -129.4% | -72.3% |
| All | -71.4% | +55.4% | -126.8% | -72.3% |
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