-46.2%
SE vs FIVN
+29.8%
-76.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.4% |
| 7D | -0.5% | -2.8% | +2.4% | -0.3% |
| 30D | -20.9% | -17.4% | -3.5% | -19.8% |
| 3M | -38.9% | -19.2% | -19.7% | -38.1% |
| 6M | -19.4% | +29.4% | -48.8% | -23.0% |
| YTD | -40.9% | +36.3% | -77.2% | -45.6% |
| 1Y | -46.2% | +33.5% | -79.7% | -50.3% |
| All | -46.2% | +29.8% | -76.0% | -50.3% |
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