+41.8%
SCHD vs FIVN
+55.4%
-13.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +1.8% |
| 7D | +3.2% | -3.4% | +6.6% | +3.2% |
| 30D | +10.7% | +5.8% | +4.9% | +10.5% |
| 3M | +7.8% | +22.0% | -14.2% | +7.5% |
| 6M | +16.7% | +55.7% | -39.0% | +16.0% |
| YTD | +35.3% | +81.3% | -46.0% | +34.7% |
| 1Y | +41.8% | +58.0% | -16.2% | +42.7% |
| All | +41.8% | +55.4% | -13.7% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling