+32.6%
SOLS vs FIVN
+55.4%
-22.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.6% | -8.2% | -6.4% |
| 7D | -8.8% | -3.4% | -5.4% | -9.0% |
| 30D | -0.6% | +5.8% | -6.4% | 0.0% |
| 3M | -9.0% | +22.0% | -31.1% | -6.5% |
| 6M | -28.7% | +55.7% | -84.4% | -23.8% |
| YTD | +19.2% | +81.3% | -62.1% | +31.8% |
| 1Y | +32.6% | +58.0% | -25.4% | +51.1% |
| All | +32.6% | +55.4% | -22.8% | +51.1% |
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 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