+32.1%
SOLS vs FIVN
+53.5%
-21.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.3% | +3.6% |
| 7D | +0.3% | -2.3% | +2.6% | +0.1% |
| 30D | +2.1% | +12.4% | -10.3% | +3.8% |
| 3M | -24.1% | +36.0% | -60.2% | -20.2% |
| 6M | -15.0% | +86.0% | -100.9% | -8.3% |
| YTD | +31.6% | +65.9% | -34.3% | +43.0% |
| All | +32.1% | +53.5% | -21.4% | +42.4% |
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 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