-87.4%
OPEN vs FIVN
-73.4%
-14.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.5% |
| 7D | -31.1% | -22.8% | -8.3% | -18.1% |
| 30D | -34.7% | -21.3% | -13.4% | -23.3% |
| 3M | -61.9% | -14.0% | -47.9% | -58.4% |
| 6M | -71.9% | +31.1% | -103.0% | -77.4% |
| YTD | -76.6% | +40.0% | -116.6% | -83.5% |
| 1Y | -83.9% | +38.1% | -122.0% | -88.5% |
| 3Y | -34.4% | -55.7% | +21.3% | -3.9% |
| 5Y | -93.9% | -82.5% | -11.4% | -84.3% |
| All | -87.4% | -73.4% | -14.0% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling