+1,952.5%
SIMO vs FIVN
+318.5%
+1,634.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.4% | +11.1% | +9.1% |
| 7D | +4.2% | -2.3% | +6.5% | +4.6% |
| 30D | +4.1% | +12.4% | -8.3% | +1.2% |
| 3M | -12.9% | +36.0% | -48.9% | -18.9% |
| 6M | +110.3% | +86.0% | +24.4% | +82.5% |
| YTD | +178.6% | +65.9% | +112.6% | +144.7% |
| 1Y | +220.0% | +26.5% | +193.5% | +194.9% |
| 3Y | +409.0% | -54.2% | +463.3% | +438.5% |
| 5Y | +277.3% | -80.5% | +357.8% | +341.3% |
| 10Y | +506.6% | +109.6% | +397.0% | +356.7% |
| All | +1,952.5% | +318.5% | +1,634.0% | +1,202.0% |
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