+17.5%
P vs FIVN
+55.4%
-37.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.6% | -5.2% |
| 7D | -19.4% | -3.4% | -16.0% | -19.0% |
| 30D | -22.3% | +5.8% | -28.1% | -22.7% |
| 3M | +33.2% | +22.0% | +11.2% | +29.3% |
| 6M | +53.6% | +55.7% | -2.1% | +45.3% |
| YTD | +66.8% | +81.3% | -14.5% | +50.0% |
| 1Y | +17.5% | +58.0% | -40.4% | +6.0% |
| All | +17.5% | +55.4% | -37.9% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling