-75.4%
QS vs FIVN
-82.6%
+7.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -5.0% | -11.3% | +6.3% | +0.7% |
| 30D | -18.3% | -7.3% | -11.0% | -15.9% |
| 3M | -26.0% | +41.7% | -67.7% | -40.0% |
| 6M | -24.0% | +78.3% | -102.3% | -49.2% |
| YTD | -50.3% | +50.9% | -101.2% | -64.6% |
| 1Y | -38.0% | +19.7% | -57.6% | -49.5% |
| 3Y | -24.6% | -55.7% | +31.1% | +6.5% |
| 5Y | -75.4% | -82.6% | +7.1% | -41.0% |
| All | -75.4% | -82.6% | +7.2% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling