+46.0%
SM vs FIVN
+20.3%
+25.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.2% |
| 7D | +4.6% | -7.8% | +12.4% | +4.6% |
| 30D | +18.2% | -1.7% | +19.9% | +18.2% |
| 3M | +22.5% | +47.2% | -24.7% | +21.0% |
| 6M | +50.6% | +82.7% | -32.2% | +49.8% |
| YTD | +108.1% | +52.9% | +55.2% | +105.7% |
| 1Y | +46.0% | +17.5% | +28.5% | +40.8% |
| All | +46.0% | +20.3% | +25.7% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling