-32.8%
OPEN vs FIVN
-55.3%
+22.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.6% |
| 7D | -31.1% | -22.8% | -8.3% | -20.8% |
| 30D | -34.7% | -21.3% | -13.4% | -25.6% |
| 3M | -61.9% | -14.0% | -47.9% | -58.8% |
| 6M | -71.9% | +31.1% | -103.0% | -76.0% |
| YTD | -76.6% | +40.0% | -116.6% | -81.8% |
| 1Y | -83.9% | +38.1% | -122.0% | -87.3% |
| All | -32.8% | -55.3% | +22.5% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling