+83.9%
ROKU vs FIVN
-55.2%
+139.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | 0.0% |
| 7D | -0.4% | -7.8% | +7.4% | +2.4% |
| 30D | +2.1% | -1.7% | +3.8% | +2.1% |
| 3M | +29.5% | +47.2% | -17.7% | +8.8% |
| 6M | +53.8% | +82.7% | -28.9% | +13.7% |
| YTD | +42.8% | +52.9% | -10.1% | +12.5% |
| 1Y | +60.7% | +17.5% | +43.3% | +42.5% |
| 3Y | +83.9% | -55.8% | +139.7% | +132.4% |
| All | +83.9% | -55.2% | +139.1% | +132.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling