-33.0%
REPL vs FIVN
-82.6%
+49.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.5% |
| 7D | +14.2% | -19.3% | +33.5% | +17.5% |
| 30D | +65.9% | -20.7% | +86.6% | +71.1% |
| 3M | +84.6% | -15.1% | +99.6% | +87.3% |
| 6M | +446.9% | +30.6% | +416.3% | +401.9% |
| YTD | +129.0% | +44.0% | +85.0% | +98.3% |
| 1Y | +167.9% | +45.5% | +122.4% | +130.6% |
| 3Y | +93.9% | -52.8% | +146.7% | +116.5% |
| All | -33.0% | -82.6% | +49.6% | -1.9% |
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