-53.4%
S vs FIVN
-83.9%
+30.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +0.1% | -11.3% | +11.3% | +6.7% |
| 30D | -11.8% | -7.3% | -4.5% | -7.9% |
| 3M | +33.9% | +41.7% | -7.7% | +7.8% |
| 6M | +40.1% | +78.3% | -38.2% | -4.7% |
| YTD | +32.1% | +50.9% | -18.8% | -3.0% |
| 1Y | +11.0% | +19.7% | -8.6% | -7.5% |
| 3Y | +16.9% | -55.7% | +72.7% | +63.4% |
| 5Y | -68.9% | -82.6% | +13.6% | -18.3% |
| All | -53.4% | -83.9% | +30.5% | +20.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling