+1,258.2%
SIMO vs FIVN
+249.1%
+1,009.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.9% | +2.1% | -1.1% |
| 7D | -16.0% | -22.4% | +6.4% | -13.0% |
| 30D | -35.8% | -23.8% | -12.0% | -33.2% |
| 3M | -26.5% | -19.5% | -7.0% | -24.9% |
| 6M | -33.0% | +25.6% | -58.6% | -37.9% |
| YTD | +84.3% | +38.4% | +45.9% | +65.0% |
| 1Y | +82.0% | +33.7% | +48.3% | +63.7% |
| 3Y | +218.5% | -56.2% | +274.7% | +236.1% |
| 5Y | +175.0% | -82.9% | +257.9% | +226.3% |
| 10Y | +407.5% | +103.6% | +303.9% | +281.9% |
| All | +1,258.2% | +249.1% | +1,009.1% | +778.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling