-10.4%
SHW vs FIVN
+15.3%
-25.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -4.5% | -11.3% | +6.8% | -4.2% |
| 30D | -12.7% | -7.3% | -5.4% | -12.5% |
| 3M | +4.7% | +41.7% | -37.0% | +4.6% |
| 6M | -3.4% | +78.3% | -81.7% | -3.7% |
| YTD | -1.3% | +50.9% | -52.2% | -1.0% |
| 1Y | -10.4% | +19.7% | -30.0% | -9.3% |
| All | -10.4% | +15.3% | -25.6% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling