-71.3%
QS vs FIVN
+55.4%
-126.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.9% | +7.3% |
| 7D | +4.5% | -3.4% | +7.9% | +4.9% |
| 30D | -4.1% | +5.8% | -9.9% | -4.8% |
| 3M | -22.1% | +22.0% | -44.2% | -24.3% |
| 6M | -38.4% | +55.7% | -94.1% | -40.8% |
| YTD | -57.5% | +81.3% | -138.8% | -61.0% |
| 1Y | -71.3% | +58.0% | -129.3% | -73.4% |
| All | -71.3% | +55.4% | -126.7% | -73.4% |
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