-18.8%
OPEN vs FIVN
-55.5%
+36.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.1% | +3.6% | +0.3% |
| 7D | +1.0% | -8.2% | +9.2% | +5.0% |
| 30D | -11.9% | -8.1% | -3.8% | -8.9% |
| 3M | -28.8% | +34.9% | -63.7% | -40.3% |
| 6M | -38.6% | +72.6% | -111.2% | -56.7% |
| YTD | -47.3% | +55.8% | -103.1% | -61.4% |
| 1Y | -49.2% | +17.1% | -66.3% | -55.3% |
| 3Y | -18.8% | -54.3% | +35.5% | +43.2% |
| All | -18.8% | -55.5% | +36.7% | +43.2% |
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