+273.5%
SHW vs FIVN
+115.6%
+157.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -4.5% | -11.3% | +6.8% | -2.9% |
| 30D | -12.7% | -7.3% | -5.4% | -11.9% |
| 3M | +4.7% | +41.7% | -37.0% | -0.9% |
| 6M | -3.4% | +78.3% | -81.7% | -12.9% |
| YTD | -1.3% | +50.9% | -52.2% | -9.4% |
| 1Y | -10.4% | +19.7% | -30.0% | -15.0% |
| 3Y | +20.1% | -55.7% | +75.8% | +28.8% |
| 5Y | +10.5% | -82.6% | +93.1% | +30.6% |
| All | +273.5% | +115.6% | +157.9% | +206.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling