+40.3%
RUN vs FIVN
+118.5%
-78.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.4% |
| 7D | -3.7% | -7.8% | +4.1% | -0.5% |
| 30D | -13.0% | -1.7% | -11.3% | -13.0% |
| 3M | -31.8% | +47.2% | -79.0% | -43.9% |
| 6M | -32.2% | +82.7% | -114.9% | -51.6% |
| YTD | -53.5% | +52.9% | -106.4% | -64.0% |
| 1Y | -46.5% | +17.5% | -64.0% | -53.4% |
| 3Y | -37.6% | -55.8% | +18.2% | -20.3% |
| 5Y | -80.9% | -82.3% | +1.5% | -65.8% |
| All | +40.3% | +118.5% | -78.2% | +25.2% |
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