+327.2%
SMH vs FIVN
-82.2%
+409.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.2% |
| 7D | +0.3% | -7.8% | +8.1% | +1.9% |
| 30D | -2.8% | -1.7% | -1.1% | -2.7% |
| 3M | -6.7% | +47.2% | -53.9% | -15.7% |
| 6M | +41.8% | +82.7% | -41.0% | +18.5% |
| YTD | +57.9% | +52.9% | +5.0% | +36.6% |
| 1Y | +87.6% | +17.5% | +70.2% | +73.5% |
| 3Y | +282.9% | -55.8% | +338.8% | +329.6% |
| All | +327.2% | -82.2% | +409.4% | +459.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling