-88.6%
OPEN vs FIVN
-73.2%
-15.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.4% | -10.0% | -9.8% |
| 7D | -31.0% | -17.4% | -13.6% | -21.5% |
| 30D | -41.5% | -20.4% | -21.1% | -31.8% |
| 3M | -64.6% | -9.6% | -55.0% | -62.6% |
| 6M | -73.8% | +34.7% | -108.5% | -79.3% |
| YTD | -78.8% | +40.6% | -119.4% | -85.1% |
| 1Y | -86.8% | +34.3% | -121.1% | -90.4% |
| 3Y | -40.6% | -55.5% | +14.8% | -13.3% |
| 5Y | -94.7% | -82.5% | -12.2% | -86.2% |
| All | -88.6% | -73.2% | -15.3% | -73.3% |
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 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