-53.9%
RUN vs FIVN
+55.4%
-109.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.4% | +0.9% |
| 7D | +18.5% | -3.4% | +21.9% | +19.4% |
| 30D | +15.5% | +5.8% | +9.7% | +13.6% |
| 3M | -20.3% | +22.0% | -42.3% | -25.2% |
| 6M | -30.8% | +55.7% | -86.5% | -39.1% |
| YTD | -52.2% | +81.3% | -133.5% | -58.8% |
| 1Y | -53.9% | +58.0% | -111.9% | -57.0% |
| All | -53.9% | +55.4% | -109.3% | -57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling