+133.1%
QSR vs FIVN
+118.5%
+14.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.5% |
| 7D | -4.0% | -7.8% | +3.8% | -3.2% |
| 30D | +2.8% | -1.7% | +4.5% | +2.8% |
| 3M | +5.1% | +47.2% | -42.1% | +0.5% |
| 6M | +8.8% | +82.7% | -73.9% | +0.9% |
| YTD | +14.8% | +52.9% | -38.1% | +8.0% |
| 1Y | +25.7% | +17.5% | +8.3% | +21.3% |
| 3Y | +27.5% | -55.8% | +83.4% | +33.4% |
| 5Y | +41.3% | -82.3% | +123.6% | +58.3% |
| All | +133.1% | +118.5% | +14.6% | +97.2% |
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