+220.0%
SIMO vs FIVN
+27.5%
+192.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.4% | +11.1% | +8.7% |
| 7D | +4.2% | -2.3% | +6.5% | +4.2% |
| 30D | +4.1% | +12.4% | -8.3% | +3.8% |
| 3M | -12.9% | +36.0% | -48.9% | -13.6% |
| 6M | +110.3% | +86.0% | +24.4% | +88.2% |
| YTD | +178.6% | +65.9% | +112.6% | +158.7% |
| 1Y | +220.0% | +26.5% | +193.5% | +242.2% |
| All | +220.0% | +27.5% | +192.5% | +242.2% |
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 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