-93.9%
OPEN vs FIVN
-82.8%
-11.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.5% |
| 7D | -31.1% | -22.8% | -8.3% | -17.5% |
| 30D | -34.7% | -21.3% | -13.4% | -22.8% |
| 3M | -61.9% | -14.0% | -47.9% | -58.3% |
| 6M | -71.9% | +31.1% | -103.0% | -77.8% |
| YTD | -76.6% | +40.0% | -116.6% | -83.9% |
| 1Y | -83.9% | +38.1% | -122.0% | -88.8% |
| 3Y | -34.4% | -55.7% | +21.3% | +0.9% |
| 5Y | -93.9% | -82.5% | -11.4% | -80.9% |
| All | -93.9% | -82.8% | -11.1% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling