+27.6%
SOLS vs FIVN
+39.6%
-12.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.7% |
| 7D | +0.3% | -11.3% | +11.6% | -1.0% |
| 30D | +0.9% | -7.3% | +8.2% | +0.1% |
| 3M | -20.7% | +41.7% | -62.3% | -16.8% |
| 6M | -17.7% | +78.3% | -95.9% | -11.9% |
| YTD | +27.1% | +50.9% | -23.8% | +36.7% |
| All | +27.6% | +39.6% | -12.0% | +36.1% |
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 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