+9.5%
S vs FIVN
+27.5%
-17.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.3% |
| 7D | -7.7% | -2.3% | -5.4% | -6.9% |
| 30D | -5.3% | +12.4% | -17.7% | -9.6% |
| 3M | +20.3% | +36.0% | -15.8% | +6.3% |
| 6M | +47.4% | +86.0% | -38.6% | +13.5% |
| YTD | +32.5% | +65.9% | -33.4% | +5.8% |
| 1Y | +9.5% | +26.5% | -17.0% | +1.5% |
| All | +9.5% | +27.5% | -17.9% | +1.5% |
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