+277.4%
SMH vs FIVN
-55.8%
+333.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.4% |
| 7D | +1.4% | -11.3% | +12.7% | +2.9% |
| 30D | -2.2% | -7.3% | +5.1% | -1.4% |
| 3M | -1.9% | +41.7% | -43.5% | -7.6% |
| 6M | +41.0% | +78.3% | -37.2% | +25.1% |
| YTD | +55.6% | +50.9% | +4.7% | +41.7% |
| 1Y | +86.8% | +19.7% | +67.2% | +78.8% |
| All | +277.4% | -55.8% | +333.2% | +283.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling