+10.2%
SHW vs FIVN
-82.9%
+93.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.2% |
| 7D | +1.9% | -2.8% | +4.8% | +2.3% |
| 30D | +8.1% | -17.4% | +25.5% | +10.2% |
| 3M | -2.8% | -19.2% | +16.4% | -0.9% |
| 6M | +15.0% | +29.4% | -14.3% | +9.6% |
| YTD | +9.0% | +36.3% | -27.3% | +1.6% |
| 1Y | +4.5% | +33.5% | -29.0% | -2.4% |
| 3Y | +41.9% | -56.8% | +98.7% | +53.0% |
| All | +10.2% | -82.9% | +93.2% | +23.4% |
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