+221.1%
PODD vs FIVN
+292.8%
-71.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.1% | +2.6% | -1.9% |
| 7D | -4.1% | -8.2% | +4.1% | -2.0% |
| 30D | +0.8% | -8.1% | +8.9% | +2.8% |
| 3M | -6.1% | +34.9% | -41.0% | -14.4% |
| 6M | -40.0% | +72.6% | -112.6% | -49.7% |
| YTD | -49.9% | +55.8% | -105.7% | -57.4% |
| 1Y | -59.3% | +17.1% | -76.4% | -62.8% |
| 3Y | -17.2% | -54.3% | +37.1% | -6.8% |
| 5Y | -53.0% | -81.6% | +28.6% | -35.9% |
| 10Y | +226.1% | +109.2% | +116.9% | +149.7% |
| All | +221.1% | +292.8% | -71.7% | +121.8% |
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 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