-4.9%
SHOP vs FIVN
+55.4%
-60.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.7% |
| 7D | -9.0% | -3.4% | -5.6% | -7.8% |
| 30D | -4.4% | +5.8% | -10.2% | -6.7% |
| 3M | +24.1% | +22.0% | +2.1% | +13.4% |
| 6M | +20.0% | +55.7% | -35.8% | -1.6% |
| YTD | -4.9% | +81.3% | -86.2% | -28.2% |
| 1Y | -4.9% | +58.0% | -62.9% | -24.1% |
| All | -4.9% | +55.4% | -60.3% | -24.1% |
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