+707.9%
P vs FIVN
+109.8%
+598.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +5.5% |
| 7D | -9.6% | -19.3% | +9.7% | -4.4% |
| 30D | -33.4% | -20.7% | -12.7% | -29.2% |
| 3M | +14.2% | -15.1% | +29.3% | +17.6% |
| 6M | +31.6% | +30.6% | +0.9% | +17.1% |
| YTD | +53.5% | +44.0% | +9.5% | +28.2% |
| 1Y | +14.2% | +45.5% | -31.3% | -5.5% |
| 3Y | +190.5% | -52.8% | +243.3% | +221.4% |
| 5Y | +256.3% | -82.6% | +339.0% | +412.3% |
| 10Y | +707.9% | +109.4% | +598.5% | +408.0% |
| All | +707.9% | +109.8% | +598.0% | +408.0% |
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 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