+54.9%
SCHD vs FIVN
-55.2%
+110.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.3% |
| 7D | -2.0% | -7.8% | +5.9% | -1.4% |
| 30D | -0.4% | -1.7% | +1.3% | -0.4% |
| 3M | +5.7% | +47.2% | -41.5% | +2.2% |
| 6M | +11.9% | +82.7% | -70.8% | +5.3% |
| YTD | +26.4% | +52.9% | -26.5% | +20.7% |
| 1Y | +27.6% | +17.5% | +10.1% | +25.3% |
| 3Y | +54.9% | -55.8% | +110.8% | +60.7% |
| All | +54.9% | -55.2% | +110.2% | +60.7% |
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 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