-11.3%
SIRI vs FIVN
+118.5%
-129.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.4% | +0.7% |
| 7D | +0.6% | -7.8% | +8.4% | +1.7% |
| 30D | +2.5% | -1.7% | +4.2% | +2.5% |
| 3M | +6.6% | +47.2% | -40.6% | -0.1% |
| 6M | +32.9% | +82.7% | -49.8% | +18.8% |
| YTD | +50.5% | +52.9% | -2.5% | +37.3% |
| 1Y | +28.0% | +17.5% | +10.5% | +21.4% |
| 3Y | -22.4% | -55.8% | +33.4% | -17.8% |
| 5Y | -41.3% | -82.3% | +41.0% | -32.1% |
| All | -11.3% | +118.5% | -129.8% | -36.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling