+146.2%
SN vs FIVN
+36.2%
+110.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | +3.5% | -22.8% | +26.3% | +5.8% |
| 30D | +19.4% | -21.3% | +40.8% | +21.7% |
| 3M | +20.9% | -14.0% | +34.9% | +21.7% |
| 6M | +111.1% | +31.1% | +80.0% | +103.6% |
| YTD | +102.8% | +40.0% | +62.8% | +100.2% |
| 1Y | +146.2% | +38.1% | +108.1% | +143.7% |
| All | +146.2% | +36.2% | +110.0% | +143.7% |
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