+727.1%
RACE vs FIVN
+546.9%
+180.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -0.1% |
| 7D | +0.2% | -22.4% | +22.7% | +4.2% |
| 30D | +6.6% | -23.8% | +30.4% | +10.9% |
| 3M | +2.2% | -19.5% | +21.7% | +4.8% |
| 6M | +22.4% | +25.6% | -3.2% | +15.4% |
| YTD | +13.8% | +38.4% | -24.6% | +3.4% |
| 1Y | +2.2% | +33.7% | -31.5% | -6.7% |
| 3Y | +25.6% | -56.2% | +81.8% | +34.6% |
| 5Y | +71.0% | -82.9% | +153.9% | +108.9% |
| 10Y | +739.1% | +103.6% | +635.5% | +502.5% |
| All | +727.1% | +546.9% | +180.2% | +413.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling