+448.1%
SN vs FIVN
-66.9%
+515.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | -0.5% |
| 7D | +7.6% | -22.4% | +30.0% | +12.6% |
| 30D | +22.4% | -23.8% | +46.2% | +28.4% |
| 3M | +21.7% | -19.5% | +41.2% | +25.2% |
| 6M | +102.8% | +25.6% | +77.3% | +86.8% |
| YTD | +102.4% | +38.4% | +64.0% | +78.5% |
| 1Y | +139.0% | +33.7% | +105.3% | +112.7% |
| 3Y | +440.4% | -56.2% | +496.6% | +467.0% |
| All | +448.1% | -66.9% | +515.0% | +581.6% |
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