-66.3%
SE vs FIVN
-82.0%
+15.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -3.1% |
| 7D | -3.6% | -9.6% | +6.0% | -0.2% |
| 30D | -5.3% | -11.9% | +6.6% | -1.9% |
| 3M | +28.1% | +40.1% | -12.0% | +9.7% |
| 6M | +20.7% | +68.3% | -47.7% | -7.6% |
| YTD | -14.8% | +51.5% | -66.3% | -32.9% |
| 1Y | -43.6% | +15.1% | -58.7% | -50.4% |
| 3Y | +184.2% | -55.6% | +239.8% | +248.9% |
| 5Y | -66.3% | -82.4% | +16.1% | -37.3% |
| All | -66.3% | -82.0% | +15.7% | -37.3% |
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 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