+3,781.0%
SHOP vs FIVN
+86.2%
+3,694.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.9% |
| 7D | -1.2% | -2.8% | +1.6% | +0.4% |
| 30D | -14.7% | -17.4% | +2.7% | -7.0% |
| 3M | -7.2% | -19.2% | +12.0% | +1.1% |
| 6M | +54.2% | +29.4% | +24.8% | +24.1% |
| YTD | -8.6% | +36.3% | -44.9% | -32.4% |
| 1Y | +0.5% | +33.5% | -33.0% | -25.1% |
| 3Y | +135.9% | -56.8% | +192.8% | +216.5% |
| 5Y | -11.9% | -83.0% | +71.1% | +104.4% |
| All | +3,781.0% | +86.2% | +3,694.8% | +2,755.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling