-15.7%
SHOP vs FIVN
-82.0%
+66.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.7% | -3.9% |
| 7D | -10.6% | -9.6% | -1.0% | -5.2% |
| 30D | -18.3% | -11.9% | -6.4% | -12.4% |
| 3M | +14.8% | +40.1% | -25.3% | -7.8% |
| 6M | -5.0% | +68.3% | -73.4% | -34.6% |
| YTD | -21.2% | +51.5% | -72.7% | -43.1% |
| 1Y | -11.6% | +15.1% | -26.7% | -25.0% |
| 3Y | +101.2% | -55.6% | +156.8% | +183.8% |
| 5Y | -15.7% | -82.4% | +66.7% | +99.3% |
| All | -15.7% | -82.0% | +66.3% | +99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling