-12.1%
SHOP vs FIVN
-82.6%
+70.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.9% |
| 7D | +2.1% | -17.4% | +19.5% | +11.6% |
| 30D | -16.8% | -20.4% | +3.5% | -7.5% |
| 3M | -2.4% | -9.6% | +7.2% | -0.3% |
| 6M | +47.0% | +34.7% | +12.3% | +15.1% |
| YTD | -8.8% | +40.6% | -49.4% | -34.2% |
| 1Y | -6.3% | +34.3% | -40.6% | -30.7% |
| 3Y | +139.3% | -55.5% | +194.8% | +226.4% |
| 5Y | -12.1% | -82.5% | +70.4% | +133.5% |
| All | -12.1% | -82.6% | +70.5% | +133.5% |
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 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