+309.7%
SN vs FIVN
-63.8%
+373.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.6% | -2.7% |
| 7D | -3.4% | -9.6% | +6.2% | -1.3% |
| 30D | -9.1% | -11.9% | +2.9% | -6.8% |
| 3M | +31.8% | +40.1% | -8.3% | +21.1% |
| 6M | +52.0% | +68.3% | -16.3% | +31.0% |
| YTD | +51.3% | +51.5% | -0.2% | +32.9% |
| 1Y | +46.9% | +15.1% | +31.7% | +38.9% |
| 3Y | +394.9% | -55.6% | +450.5% | +441.1% |
| All | +309.7% | -63.8% | +373.5% | +407.7% |
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 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