-11.0%
SHOP vs FIVN
+15.3%
-26.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | -13.2% | -11.3% | -1.9% | -8.9% |
| 30D | -17.0% | -7.3% | -9.7% | -14.5% |
| 3M | +17.0% | +41.7% | -24.7% | +0.3% |
| 6M | -2.1% | +78.3% | -80.4% | -26.0% |
| YTD | -21.4% | +50.9% | -72.2% | -35.9% |
| 1Y | -11.0% | +19.7% | -30.6% | -15.2% |
| All | -11.0% | +15.3% | -26.3% | -15.2% |
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