-0.5%
RACE vs FIVN
+36.2%
-36.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.1% | -0.1% |
| 7D | -3.9% | -22.8% | +18.9% | -2.0% |
| 30D | +6.8% | -21.3% | +28.1% | +8.6% |
| 3M | +1.3% | -14.0% | +15.3% | +2.2% |
| 6M | +26.3% | +31.1% | -4.8% | +23.4% |
| YTD | +13.8% | +40.0% | -26.2% | +10.9% |
| 1Y | -0.5% | +38.1% | -38.5% | -3.3% |
| All | -0.5% | +36.2% | -36.6% | -3.3% |
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