+45.0%
REPL vs FIVN
-19.7%
+64.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +9.8% | -17.4% | +27.2% | +13.5% |
| 30D | +81.5% | -20.4% | +101.9% | +88.9% |
| 3M | +44.2% | -9.6% | +53.9% | +45.0% |
| 6M | +437.4% | +34.7% | +402.7% | +376.1% |
| YTD | +126.1% | +40.6% | +85.5% | +87.4% |
| 1Y | +143.1% | +34.3% | +108.8% | +103.5% |
| 3Y | +97.8% | -55.5% | +153.3% | +113.6% |
| 5Y | -34.3% | -82.5% | +48.2% | -9.6% |
| All | +45.0% | -19.7% | +64.7% | +19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling