+46.9%
SN vs FIVN
+13.9%
+33.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.6% | -3.0% |
| 7D | -3.4% | -9.6% | +6.2% | -2.4% |
| 30D | -9.1% | -11.9% | +2.9% | -8.0% |
| 3M | +31.8% | +40.1% | -8.3% | +27.7% |
| 6M | +52.0% | +68.3% | -16.3% | +44.4% |
| YTD | +51.3% | +51.5% | -0.2% | +46.0% |
| 1Y | +46.9% | +15.1% | +31.7% | +40.4% |
| All | +46.9% | +13.9% | +33.0% | +40.4% |
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