-52.9%
REPL vs FIVN
-81.8%
+29.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.3% | -0.8% |
| 7D | -5.7% | -8.2% | +2.5% | -4.5% |
| 30D | +22.5% | -8.1% | +30.6% | +23.8% |
| 3M | +64.7% | +34.9% | +29.8% | +51.7% |
| 6M | +83.0% | +72.6% | +10.4% | +55.4% |
| YTD | +52.0% | +55.8% | -3.8% | +31.4% |
| 1Y | +144.5% | +17.1% | +127.4% | +123.4% |
| 3Y | -25.1% | -54.3% | +29.3% | -14.7% |
| 5Y | -52.9% | -81.6% | +28.7% | -34.1% |
| All | -52.9% | -81.8% | +29.0% | -34.1% |
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 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