+696.9%
P vs FIVN
+105.2%
+591.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -3.2% |
| 7D | +5.0% | -9.6% | +14.6% | +8.0% |
| 30D | -0.9% | -11.9% | +11.0% | +2.0% |
| 3M | +38.7% | +40.1% | -1.4% | +22.3% |
| 6M | +54.4% | +68.3% | -14.0% | +25.9% |
| YTD | +44.8% | +51.5% | -6.6% | +20.5% |
| 1Y | +22.5% | +15.1% | +7.4% | +10.1% |
| 3Y | +148.2% | -55.6% | +203.8% | +182.8% |
| 5Y | +268.9% | -82.4% | +351.3% | +431.4% |
| 10Y | +696.9% | +114.5% | +582.4% | +410.4% |
| All | +696.9% | +105.2% | +591.7% | +410.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling