-99.1%
QID vs FIVN
+118.5%
-217.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.1% | -1.2% |
| 7D | +1.3% | -7.8% | +9.1% | -1.9% |
| 30D | +2.9% | -1.7% | +4.7% | +2.7% |
| 3M | -0.7% | +47.2% | -47.9% | +18.5% |
| 6M | -29.7% | +82.7% | -112.4% | -5.4% |
| YTD | -27.9% | +52.9% | -80.8% | -9.0% |
| 1Y | -34.6% | +17.5% | -52.0% | -25.6% |
| 3Y | -73.5% | -55.8% | -17.7% | -77.6% |
| 5Y | -81.0% | -82.3% | +1.3% | -86.7% |
| All | -99.1% | +118.5% | -217.7% | -97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling