-22.9%
SHAK vs FIVN
+55.4%
-78.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +3.6% |
| 7D | +8.3% | -3.4% | +11.7% | +8.8% |
| 30D | +16.7% | +5.8% | +10.9% | +15.6% |
| 3M | +10.0% | +22.0% | -12.1% | +6.3% |
| 6M | -23.8% | +55.7% | -79.5% | -29.0% |
| YTD | -10.3% | +81.3% | -91.6% | -17.1% |
| 1Y | -22.9% | +58.0% | -80.9% | -25.2% |
| All | -22.9% | +55.4% | -78.3% | -25.2% |
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