+303.6%
SIMO vs FIVN
-81.8%
+385.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.1% | +12.3% | +7.0% |
| 7D | +14.6% | -8.2% | +22.8% | +15.8% |
| 30D | +6.2% | -8.1% | +14.3% | +7.0% |
| 3M | +3.6% | +34.9% | -31.3% | -3.0% |
| 6M | +130.8% | +72.6% | +58.1% | +103.4% |
| YTD | +195.8% | +55.8% | +140.0% | +163.6% |
| 1Y | +225.0% | +17.1% | +207.9% | +204.7% |
| 3Y | +452.3% | -54.3% | +506.6% | +473.4% |
| 5Y | +303.6% | -81.6% | +385.1% | +352.4% |
| All | +303.6% | -81.8% | +385.4% | +352.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling