+41.9%
QLD vs FIVN
+16.7%
+25.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +6.0% | +0.6% |
| 7D | +3.0% | -8.2% | +11.2% | +4.1% |
| 30D | -1.8% | -8.1% | +6.3% | -0.9% |
| 3M | -1.8% | +34.9% | -36.7% | -5.7% |
| 6M | +36.9% | +72.6% | -35.7% | +23.9% |
| YTD | +28.7% | +55.8% | -27.1% | +19.3% |
| 1Y | +41.9% | +17.1% | +24.7% | +41.7% |
| All | +41.9% | +16.7% | +25.2% | +41.7% |
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