-24.7%
SHAK vs FIVN
-82.2%
+57.5%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +2.7% |
| 7D | -8.3% | -7.8% | -0.4% | -5.9% |
| 30D | -12.6% | -1.7% | -10.9% | -12.5% |
| 3M | +9.1% | +47.2% | -38.1% | -5.4% |
| 6M | -31.2% | +82.7% | -114.0% | -46.6% |
| YTD | -21.6% | +52.9% | -74.5% | -36.0% |
| 1Y | -38.8% | +17.5% | -56.3% | -45.2% |
| 3Y | +0.6% | -55.8% | +56.4% | +20.2% |
| All | -24.7% | -82.2% | +57.5% | +23.2% |
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 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