+82.0%
SIMO vs FIVN
+36.6%
+45.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.9% | +2.1% | -1.9% |
| 7D | -16.0% | -22.4% | +6.4% | -16.7% |
| 30D | -35.8% | -23.8% | -12.0% | -36.4% |
| 3M | -26.5% | -19.5% | -7.0% | -26.3% |
| 6M | -33.0% | +25.6% | -58.6% | -33.3% |
| YTD | +84.3% | +38.4% | +45.9% | +77.5% |
| 1Y | +82.0% | +33.7% | +48.3% | +76.8% |
| All | +82.0% | +36.6% | +45.3% | +76.8% |
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