-47.1%
OPEN vs FIVN
+27.5%
-74.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | +1.6% |
| 7D | -4.3% | -2.3% | -2.0% | -3.4% |
| 30D | -16.2% | +12.4% | -28.6% | -21.0% |
| 3M | -36.4% | +36.0% | -72.4% | -45.2% |
| 6M | -35.5% | +86.0% | -121.4% | -53.9% |
| YTD | -46.0% | +65.9% | -111.9% | -57.8% |
| 1Y | -47.1% | +26.5% | -73.6% | -18.3% |
| All | -47.1% | +27.5% | -74.6% | -18.3% |
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