+96.2%
SMH vs FIVN
+27.5%
+68.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +2.6% |
| 7D | +2.5% | -2.3% | +4.8% | +2.5% |
| 30D | -0.5% | +12.4% | -12.9% | -0.6% |
| 3M | -9.6% | +36.0% | -45.7% | -9.1% |
| 6M | +42.1% | +86.0% | -43.9% | +38.7% |
| YTD | +57.4% | +65.9% | -8.5% | +56.1% |
| 1Y | +96.2% | +26.5% | +69.7% | +104.4% |
| All | +96.2% | +27.5% | +68.8% | +104.4% |
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