+28.0%
RACE vs FIVN
-55.4%
+83.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -17.6% | +16.1% | +0.1% |
| 7D | +5.1% | -22.6% | +27.7% | +7.4% |
| 30D | +7.7% | -16.8% | +24.5% | +9.2% |
| 3M | +2.2% | -0.9% | +3.1% | +1.6% |
| 6M | +23.8% | +28.4% | -4.6% | +20.0% |
| YTD | +13.9% | +40.2% | -26.3% | +8.7% |
| 1Y | +3.8% | +30.5% | -26.8% | -0.4% |
| 3Y | +28.0% | -56.2% | +84.3% | +30.5% |
| All | +28.0% | -55.4% | +83.4% | +30.5% |
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 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