+261.5%
RF vs FIVN
+109.8%
+151.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.5% | +1.9% |
| 7D | -0.1% | -19.3% | +19.2% | +2.3% |
| 30D | +7.0% | -20.7% | +27.7% | +9.7% |
| 3M | -7.0% | -15.1% | +8.0% | -6.0% |
| 6M | +6.8% | +30.6% | -23.9% | +1.3% |
| YTD | +9.9% | +44.0% | -34.1% | +1.6% |
| 1Y | +21.1% | +45.5% | -24.4% | +11.7% |
| 3Y | +119.6% | -52.8% | +172.4% | +127.6% |
| 5Y | +46.2% | -82.6% | +128.8% | +59.1% |
| 10Y | +261.5% | +109.4% | +152.2% | +200.0% |
| All | +261.5% | +109.8% | +151.7% | +200.0% |
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