+549.0%
SIMO vs FIVN
+115.6%
+433.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | +12.5% | -11.3% | +23.8% | +14.6% |
| 30D | +18.4% | -7.3% | +25.7% | +19.3% |
| 3M | +5.6% | +41.7% | -36.1% | -3.3% |
| 6M | +116.9% | +78.3% | +38.7% | +87.2% |
| YTD | +188.4% | +50.9% | +137.5% | +154.7% |
| 1Y | +221.3% | +19.7% | +201.6% | +196.6% |
| 3Y | +438.6% | -55.7% | +494.3% | +474.7% |
| 5Y | +287.9% | -82.6% | +370.5% | +372.6% |
| All | +549.0% | +115.6% | +433.4% | +332.6% |
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