-15.1%
RACE vs FIVN
+13.9%
-29.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.7% |
| 7D | -2.6% | -9.6% | +6.9% | -2.0% |
| 30D | -1.1% | -11.9% | +10.8% | -0.4% |
| 3M | +12.5% | +40.1% | -27.5% | +10.2% |
| 6M | +17.4% | +68.3% | -50.9% | +13.5% |
| YTD | +10.1% | +51.5% | -41.3% | +6.6% |
| 1Y | -15.1% | +15.1% | -30.3% | -18.5% |
| All | -15.1% | +13.9% | -29.0% | -18.5% |
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