+29.7%
Q vs FIVN
+30.5%
-0.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.1% | +8.5% | +2.3% |
| 7D | +6.7% | -8.2% | +15.0% | +6.7% |
| 30D | -10.6% | -8.1% | -2.5% | -10.6% |
| 3M | -14.6% | +34.9% | -49.5% | -13.7% |
| 6M | +12.1% | +72.6% | -60.6% | +10.1% |
| YTD | +51.3% | +55.8% | -4.5% | +50.9% |
| All | +29.7% | +30.5% | -0.8% | +34.7% |
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 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