-81.4%
RUN vs FIVN
-82.2%
+0.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.4% |
| 7D | -3.7% | -7.8% | +4.1% | -0.3% |
| 30D | -13.0% | -1.7% | -11.3% | -13.1% |
| 3M | -31.8% | +47.2% | -79.0% | -44.6% |
| 6M | -32.2% | +82.7% | -114.9% | -52.8% |
| YTD | -53.5% | +52.9% | -106.4% | -64.6% |
| 1Y | -46.5% | +17.5% | -64.0% | -53.5% |
| 3Y | -37.6% | -55.8% | +18.2% | -14.2% |
| All | -81.4% | -82.2% | +0.8% | -60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling