+23.4%
REGN vs FIVN
-82.2%
+105.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.8% | -1.6% |
| 7D | -5.6% | -7.8% | +2.3% | -5.1% |
| 30D | -2.0% | -1.7% | -0.2% | -1.9% |
| 3M | +28.0% | +47.2% | -19.2% | +24.8% |
| 6M | +1.2% | +82.7% | -81.6% | -3.2% |
| YTD | +1.6% | +52.9% | -51.3% | -1.9% |
| 1Y | +38.2% | +17.5% | +20.8% | +35.9% |
| 3Y | -5.4% | -55.8% | +50.5% | -2.9% |
| All | +23.4% | -82.2% | +105.5% | +29.4% |
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