+96.4%
SHOP vs FIVN
-55.7%
+152.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.7% | -4.2% |
| 7D | -10.6% | -9.6% | -1.0% | -6.4% |
| 30D | -18.3% | -11.9% | -6.4% | -13.7% |
| 3M | +14.8% | +40.1% | -25.3% | -2.9% |
| 6M | -5.0% | +68.3% | -73.4% | -28.4% |
| YTD | -21.2% | +51.5% | -72.7% | -38.1% |
| 1Y | -11.6% | +15.1% | -26.7% | -21.1% |
| All | +96.4% | -55.7% | +152.0% | +142.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling