-43.5%
SBAC vs FIVN
-82.0%
+38.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | -0.8% |
| 7D | +0.2% | -9.6% | +9.8% | +1.0% |
| 30D | +3.9% | -11.9% | +15.8% | +4.9% |
| 3M | -8.2% | +40.1% | -48.3% | -11.2% |
| 6M | -2.8% | +68.3% | -71.1% | -8.1% |
| YTD | -1.5% | +51.5% | -53.0% | -6.3% |
| 1Y | 0.0% | +15.1% | -15.1% | -2.3% |
| 3Y | -8.4% | -55.6% | +47.2% | -0.9% |
| 5Y | -43.5% | -82.4% | +38.9% | -36.1% |
| All | -43.5% | -82.0% | +38.5% | -36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling