-22.0%
QID vs FIVN
+55.4%
-77.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.5% | -1.6% |
| 7D | +9.8% | -3.4% | +13.2% | +9.4% |
| 30D | +18.9% | +5.8% | +13.1% | +20.0% |
| 3M | +9.6% | +22.0% | -12.4% | +13.1% |
| 6M | -7.8% | +55.7% | -63.5% | -2.7% |
| YTD | -23.3% | +81.3% | -104.6% | -16.0% |
| 1Y | -22.0% | +58.0% | -80.0% | -18.1% |
| All | -22.0% | +55.4% | -77.4% | -18.1% |
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