+18.0%
Q vs FIVN
+55.4%
-37.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.1% |
| 7D | -3.3% | -3.4% | +0.1% | -3.3% |
| 30D | -9.7% | +5.8% | -15.5% | -9.7% |
| 3M | -16.1% | +22.0% | -38.1% | -16.2% |
| 6M | -15.7% | +55.7% | -71.4% | -14.8% |
| YTD | +45.7% | +81.3% | -35.6% | +45.7% |
| 1Y | +18.0% | +58.0% | -40.0% | +24.7% |
| All | +18.0% | +55.4% | -37.4% | +24.7% |
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