+85.7%
SCHG vs FIVN
-82.2%
+167.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -1.0% | -7.8% | +6.8% | +0.5% |
| 30D | -1.3% | -1.7% | +0.5% | -1.1% |
| 3M | +5.4% | +47.2% | -41.8% | -3.3% |
| 6M | +14.4% | +82.7% | -68.3% | -1.5% |
| YTD | +8.0% | +52.9% | -44.9% | -4.1% |
| 1Y | +12.7% | +17.5% | -4.7% | +5.5% |
| 3Y | +85.6% | -55.8% | +141.4% | +104.4% |
| All | +85.7% | -82.2% | +167.9% | +135.4% |
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