+14.7%
S vs FIVN
-55.5%
+70.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.9% | +0.2% |
| 7D | -5.8% | -8.2% | +2.4% | -2.6% |
| 30D | -9.2% | -8.1% | -1.1% | -6.1% |
| 3M | +23.4% | +34.9% | -11.5% | +8.3% |
| 6M | +36.9% | +72.6% | -35.7% | +6.7% |
| YTD | +29.5% | +55.8% | -26.2% | +4.2% |
| 1Y | +5.4% | +17.1% | -11.7% | -5.2% |
| 3Y | +14.7% | -54.3% | +69.0% | +40.8% |
| All | +14.7% | -55.5% | +70.2% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling