+92.6%
RACE vs FIVN
-81.8%
+174.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.2% | -0.1% |
| 7D | -1.0% | -8.2% | +7.2% | +0.2% |
| 30D | -1.5% | -8.1% | +6.6% | -0.5% |
| 3M | +15.5% | +34.9% | -19.4% | +9.6% |
| 6M | +17.3% | +72.6% | -55.3% | +5.9% |
| YTD | +11.1% | +55.8% | -44.6% | +1.4% |
| 1Y | -14.3% | +17.1% | -31.4% | -18.3% |
| 3Y | +40.2% | -54.3% | +94.5% | +51.3% |
| 5Y | +92.6% | -81.6% | +174.1% | +120.8% |
| All | +92.6% | -81.8% | +174.4% | +120.8% |
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