+40.9%
QSR vs FIVN
-82.2%
+123.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.5% |
| 7D | -4.0% | -7.8% | +3.8% | -3.3% |
| 30D | +2.8% | -1.7% | +4.5% | +2.8% |
| 3M | +5.1% | +47.2% | -42.1% | +0.7% |
| 6M | +8.8% | +82.7% | -73.9% | +1.2% |
| YTD | +14.8% | +52.9% | -38.1% | +8.4% |
| 1Y | +25.7% | +17.5% | +8.3% | +21.7% |
| 3Y | +27.5% | -55.8% | +83.4% | +33.9% |
| All | +40.9% | -82.2% | +123.1% | +59.8% |
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