+235.5%
SIMO vs FIVN
+13.9%
+221.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.8% | +2.1% |
| 7D | +14.5% | -9.6% | +24.1% | +14.5% |
| 30D | +20.4% | -11.9% | +32.3% | +20.5% |
| 3M | +7.1% | +40.1% | -33.0% | +3.5% |
| 6M | +129.2% | +68.3% | +60.9% | +105.5% |
| YTD | +201.9% | +51.5% | +150.5% | +180.4% |
| 1Y | +235.5% | +15.1% | +220.4% | +264.3% |
| All | +235.5% | +13.9% | +221.6% | +264.3% |
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