+59.5%
SCHW vs FIVN
-82.2%
+141.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.3% |
| 7D | -1.9% | -7.8% | +6.0% | -0.7% |
| 30D | -1.6% | -1.7% | +0.1% | -1.5% |
| 3M | +21.3% | +47.2% | -25.9% | +13.6% |
| 6M | +16.5% | +82.7% | -66.2% | +4.3% |
| YTD | +8.4% | +52.9% | -44.5% | -0.7% |
| 1Y | +15.6% | +17.5% | -1.8% | +10.1% |
| 3Y | +86.8% | -55.8% | +142.7% | +100.6% |
| All | +59.5% | -82.2% | +141.7% | +90.0% |
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 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