+319.5%
SN vs FIVN
-60.4%
+379.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.5% |
| 7D | -9.3% | -2.3% | -7.0% | -8.9% |
| 30D | -4.8% | +12.4% | -17.2% | -7.6% |
| 3M | +40.4% | +36.0% | +4.4% | +29.9% |
| 6M | +50.9% | +86.0% | -35.0% | +27.3% |
| YTD | +54.9% | +65.9% | -11.0% | +33.6% |
| 1Y | +43.0% | +26.5% | +16.5% | +32.6% |
| 3Y | +391.8% | -54.2% | +446.0% | +442.3% |
| All | +319.5% | -60.4% | +379.9% | +410.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling