+13.7%
SIRI vs FIVN
+280.5%
-266.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -3.0% | -11.3% | +8.3% | -1.5% |
| 30D | +1.3% | -7.3% | +8.6% | +2.1% |
| 3M | +5.6% | +41.7% | -36.1% | +0.1% |
| 6M | +35.1% | +78.3% | -43.1% | +22.7% |
| YTD | +49.0% | +50.9% | -1.8% | +37.6% |
| 1Y | +26.8% | +19.7% | +7.1% | +20.5% |
| 3Y | -23.7% | -55.7% | +32.1% | -19.8% |
| 5Y | -41.8% | -82.6% | +40.7% | -34.2% |
| 10Y | -11.3% | +113.6% | -124.9% | -27.3% |
| All | +13.7% | +280.5% | -266.8% | -10.9% |
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