+336.7%
RF vs FIVN
+103.9%
+232.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +5.0% | -0.4% |
| 7D | +2.7% | -8.2% | +10.9% | +3.7% |
| 30D | -3.4% | -8.1% | +4.8% | -2.5% |
| 3M | +6.4% | +34.9% | -28.5% | +1.5% |
| 6M | +13.4% | +72.6% | -59.2% | +3.5% |
| YTD | +14.2% | +55.8% | -41.5% | +5.3% |
| 1Y | +15.7% | +17.1% | -1.4% | +10.6% |
| 3Y | +91.3% | -54.3% | +145.7% | +100.1% |
| 5Y | +89.8% | -81.6% | +171.3% | +106.4% |
| 10Y | +336.7% | +109.2% | +227.5% | +253.9% |
| All | +336.7% | +103.9% | +232.8% | +253.9% |
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 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