+155.4%
P vs FIVN
-52.8%
+208.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +1.9% |
| 7D | +6.5% | -2.3% | +8.8% | +7.0% |
| 30D | +18.8% | +12.4% | +6.4% | +14.9% |
| 3M | +26.7% | +36.0% | -9.3% | +16.7% |
| 6M | +62.2% | +86.0% | -23.8% | +36.4% |
| YTD | +48.5% | +65.9% | -17.4% | +27.4% |
| 1Y | +26.4% | +26.5% | -0.1% | +16.5% |
| All | +155.4% | -52.8% | +208.2% | +167.6% |
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