+79.6%
SBAC vs FIVN
+115.6%
-36.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.5% | -2.8% |
| 7D | -5.3% | -11.3% | +6.0% | -4.0% |
| 30D | +0.4% | -7.3% | +7.7% | +1.1% |
| 3M | -11.9% | +41.7% | -53.6% | -15.8% |
| 6M | -4.5% | +78.3% | -82.7% | -11.9% |
| YTD | -4.3% | +50.9% | -55.2% | -10.5% |
| 1Y | -3.9% | +19.7% | -23.5% | -7.8% |
| 3Y | -11.0% | -55.7% | +44.7% | -4.8% |
| 5Y | -44.1% | -82.6% | +38.5% | -34.5% |
| All | +79.6% | +115.6% | -36.0% | +54.6% |
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