-31.9%
SHAK vs FIVN
+27.5%
-59.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.6% | +0.5% |
| 7D | -0.7% | -2.3% | +1.6% | -0.4% |
| 30D | -6.6% | +12.4% | -19.0% | -8.8% |
| 3M | +30.1% | +36.0% | -6.0% | +22.6% |
| 6M | -28.7% | +86.0% | -114.7% | -36.2% |
| YTD | -14.5% | +65.9% | -80.4% | -21.1% |
| 1Y | -31.9% | +26.5% | -58.4% | -31.2% |
| All | -31.9% | +27.5% | -59.3% | -31.2% |
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