+23.6%
RACE vs FIVN
-56.5%
+80.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.5% | +1.7% |
| 7D | -1.2% | -2.8% | +1.6% | -1.0% |
| 30D | +6.1% | -17.4% | +23.6% | +7.7% |
| 3M | -0.3% | -19.2% | +18.9% | +1.2% |
| 6M | +23.4% | +29.4% | -5.9% | +19.6% |
| YTD | +12.5% | +36.3% | -23.7% | +7.6% |
| 1Y | -0.5% | +33.5% | -33.9% | -4.7% |
| 3Y | +23.6% | -56.8% | +80.5% | +27.2% |
| All | +23.6% | -56.5% | +80.1% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling