+294.9%
SCHW vs FIVN
+118.5%
+176.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.2% |
| 7D | -1.9% | -7.8% | +6.0% | -0.9% |
| 30D | -1.6% | -1.7% | +0.1% | -1.5% |
| 3M | +21.3% | +47.2% | -25.9% | +14.6% |
| 6M | +16.5% | +82.7% | -66.2% | +5.9% |
| YTD | +8.4% | +52.9% | -44.5% | +0.4% |
| 1Y | +15.6% | +17.5% | -1.8% | +10.5% |
| 3Y | +86.8% | -55.8% | +142.7% | +96.8% |
| 5Y | +60.5% | -82.3% | +142.8% | +81.2% |
| All | +294.9% | +118.5% | +176.4% | +209.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling