+60.7%
SE vs FIVN
-55.3%
+116.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.8% | -3.8% |
| 7D | -7.7% | -22.8% | +15.0% | -4.7% |
| 30D | -22.8% | -21.3% | -1.5% | -20.6% |
| 3M | -43.7% | -14.0% | -29.8% | -43.1% |
| 6M | -12.8% | +31.1% | -43.9% | -18.4% |
| YTD | -42.0% | +40.0% | -82.0% | -47.2% |
| 1Y | -48.0% | +38.1% | -86.1% | -52.7% |
| All | +60.7% | -55.3% | +116.0% | +67.9% |
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