+649.0%
P vs FIVN
+92.2%
+556.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.3% |
| 7D | +17.8% | -17.4% | +35.3% | +23.5% |
| 30D | -29.9% | -20.4% | -9.5% | -25.5% |
| 3M | -1.2% | -9.6% | +8.5% | +0.2% |
| 6M | +32.1% | +34.7% | -2.6% | +16.5% |
| YTD | +64.3% | +40.6% | +23.7% | +38.2% |
| 1Y | +24.3% | +34.3% | -10.0% | +5.4% |
| 3Y | +203.2% | -55.5% | +258.7% | +241.7% |
| 5Y | +290.4% | -82.5% | +372.9% | +458.7% |
| All | +649.0% | +92.2% | +556.8% | +376.8% |
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