+8,434.7%
SHOP vs FIVN
+515.0%
+7,919.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.7% |
| 7D | -5.1% | -2.3% | -2.8% | -4.0% |
| 30D | +0.6% | +12.4% | -11.8% | -6.9% |
| 3M | +25.0% | +36.0% | -11.0% | +3.8% |
| 6M | +11.9% | +86.0% | -74.1% | -24.2% |
| YTD | -9.9% | +65.9% | -75.8% | -36.0% |
| 1Y | 0.0% | +26.5% | -26.5% | -18.4% |
| 3Y | +117.5% | -54.2% | +171.7% | +184.6% |
| 5Y | -6.6% | -80.5% | +73.8% | +85.7% |
| 10Y | +3,320.3% | +109.6% | +3,210.7% | +2,830.7% |
| All | +8,434.7% | +515.0% | +7,919.7% | +6,155.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling