+76.1%
SO vs FIVN
-83.3%
+159.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.0% | +0.1% |
| 7D | -0.1% | -22.4% | +22.3% | -0.1% |
| 30D | +8.7% | -23.8% | +32.4% | +8.7% |
| 3M | +3.4% | -19.5% | +22.9% | +3.4% |
| 6M | +3.7% | +25.6% | -21.9% | +3.4% |
| YTD | +10.0% | +38.4% | -28.4% | +9.6% |
| 1Y | +6.6% | +33.7% | -27.1% | +6.2% |
| 3Y | +52.5% | -56.2% | +108.7% | +56.2% |
| 5Y | +76.1% | -82.9% | +159.0% | +74.4% |
| All | +76.1% | -83.3% | +159.4% | +74.4% |
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 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