-72.2%
OPEN vs FIVN
-71.2%
-1.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -0.6% |
| 7D | -2.9% | -9.6% | +6.7% | +3.1% |
| 30D | -13.8% | -11.9% | -1.9% | -7.7% |
| 3M | -30.9% | +40.1% | -71.0% | -46.3% |
| 6M | -40.9% | +68.3% | -109.3% | -61.9% |
| YTD | -48.5% | +51.5% | -100.0% | -65.5% |
| 1Y | -50.9% | +15.1% | -66.0% | -59.6% |
| 3Y | -20.6% | -55.6% | +34.9% | +16.1% |
| 5Y | -84.2% | -82.4% | -1.7% | -59.7% |
| All | -72.2% | -71.2% | -1.1% | -38.1% |
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