+480.8%
SHW vs FIVN
+318.5%
+162.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | +0.7% |
| 7D | -3.2% | -2.3% | -0.9% | -3.0% |
| 30D | -9.5% | +12.4% | -21.9% | -11.1% |
| 3M | +11.5% | +36.0% | -24.6% | +6.6% |
| 6M | -3.5% | +86.0% | -89.5% | -12.4% |
| YTD | +3.7% | +65.9% | -62.2% | -4.9% |
| 1Y | -7.9% | +26.5% | -34.4% | -12.7% |
| 3Y | +24.7% | -54.2% | +78.9% | +31.5% |
| 5Y | +13.6% | -80.5% | +94.0% | +28.0% |
| 10Y | +283.0% | +109.6% | +173.3% | +232.1% |
| All | +480.8% | +318.5% | +162.3% | +382.4% |
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 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