-48.8%
OPEN vs FIVN
+15.7%
-64.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.2% |
| 7D | -2.9% | -9.6% | +6.7% | +0.9% |
| 30D | -13.8% | -11.9% | -1.9% | -9.8% |
| 3M | -30.9% | +40.1% | -71.0% | -41.4% |
| 6M | -40.9% | +68.3% | -109.3% | -55.8% |
| YTD | -48.5% | +51.5% | -100.0% | -58.2% |
| All | -48.8% | +15.7% | -64.5% | -26.0% |
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