-48.5%
PODD vs FIVN
+55.4%
-103.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +4.9% | +6.3% |
| 7D | +10.8% | -3.4% | +14.2% | +11.4% |
| 30D | +21.7% | +5.8% | +15.9% | +20.4% |
| 3M | -1.1% | +22.0% | -23.1% | -4.7% |
| 6M | -3.7% | +55.7% | -59.5% | -11.1% |
| YTD | -41.9% | +81.3% | -123.2% | -47.1% |
| 1Y | -48.5% | +58.0% | -106.4% | -51.8% |
| All | -48.5% | +55.4% | -103.9% | -51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling