+485.4%
P vs FIVN
+782.5%
-297.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +2.0% |
| 7D | +6.5% | -2.3% | +8.8% | +7.2% |
| 30D | +18.8% | +12.4% | +6.4% | +13.9% |
| 3M | +26.7% | +36.0% | -9.3% | +14.2% |
| 6M | +62.2% | +86.0% | -23.8% | +31.1% |
| YTD | +48.5% | +65.9% | -17.4% | +22.6% |
| 1Y | +26.4% | +26.5% | -0.1% | +11.9% |
| 3Y | +159.4% | -54.2% | +213.6% | +189.7% |
| 5Y | +275.8% | -80.5% | +356.2% | +402.4% |
| 10Y | +732.0% | +109.6% | +622.4% | +532.9% |
| All | +485.4% | +782.5% | -297.1% | +346.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling