-7.4%
SBAC vs FIVN
-56.5%
+49.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +1.6% |
| 7D | +0.6% | -2.8% | +3.5% | +0.7% |
| 30D | +5.5% | -17.4% | +22.9% | +6.0% |
| 3M | +3.1% | -19.2% | +22.2% | +3.7% |
| 6M | -7.0% | +29.4% | -36.4% | -7.7% |
| YTD | +0.5% | +36.3% | -35.8% | -0.3% |
| 1Y | +0.2% | +33.5% | -33.2% | -0.5% |
| 3Y | -7.4% | -56.8% | +49.5% | +2.0% |
| All | -7.4% | -56.5% | +49.1% | +2.0% |
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