+2,993.7%
SHOP vs FIVN
+118.5%
+2,875.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.0% |
| 7D | -11.2% | -7.8% | -3.4% | -6.9% |
| 30D | -14.4% | -1.7% | -12.6% | -13.6% |
| 3M | +16.6% | +47.2% | -30.6% | -8.9% |
| 6M | -0.6% | +82.7% | -83.3% | -34.6% |
| YTD | -20.0% | +52.9% | -72.9% | -42.5% |
| 1Y | -11.2% | +17.5% | -28.7% | -25.9% |
| 3Y | +99.5% | -55.8% | +155.3% | +173.2% |
| 5Y | -13.2% | -82.3% | +69.1% | +99.9% |
| All | +2,993.7% | +118.5% | +2,875.2% | +2,244.8% |
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