-70.8%
OPEN vs FIVN
-68.4%
-2.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | +2.1% |
| 7D | -4.3% | -2.3% | -2.0% | -3.0% |
| 30D | -16.2% | +12.4% | -28.6% | -23.8% |
| 3M | -36.4% | +36.0% | -72.4% | -49.5% |
| 6M | -35.5% | +86.0% | -121.4% | -60.8% |
| YTD | -46.0% | +65.9% | -111.9% | -65.7% |
| 1Y | -47.1% | +26.5% | -73.6% | -58.8% |
| 3Y | -19.0% | -54.2% | +35.2% | +17.2% |
| 5Y | -83.6% | -80.5% | -3.1% | -60.7% |
| All | -70.8% | -68.4% | -2.4% | -38.4% |
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