+176.6%
P vs FIVN
-55.4%
+232.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -17.6% | +21.2% | +7.2% |
| 7D | -23.8% | -22.6% | -1.2% | -19.9% |
| 30D | -36.6% | -16.8% | -19.9% | -34.3% |
| 3M | +10.9% | -0.9% | +11.8% | +9.3% |
| 6M | +30.0% | +28.4% | +1.6% | +20.1% |
| YTD | +44.4% | +40.2% | +4.1% | +27.9% |
| 1Y | +3.9% | +30.5% | -26.6% | -6.4% |
| 3Y | +176.6% | -56.2% | +232.8% | +176.3% |
| All | +176.6% | -55.4% | +232.0% | +176.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling