+363.5%
SE vs FIVN
+8.6%
+354.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +2.3% |
| 7D | -0.5% | -2.8% | +2.4% | +0.6% |
| 30D | -20.9% | -17.4% | -3.5% | -16.2% |
| 3M | -38.9% | -19.2% | -19.7% | -35.8% |
| 6M | -19.4% | +29.4% | -48.8% | -32.4% |
| YTD | -40.9% | +36.3% | -77.2% | -54.1% |
| 1Y | -46.2% | +33.5% | -79.7% | -58.1% |
| 3Y | +63.7% | -56.8% | +120.6% | +90.4% |
| 5Y | -77.9% | -83.0% | +5.1% | -60.5% |
| All | +363.5% | +8.6% | +354.9% | +316.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling