+33.8%
SOLS vs FIVN
+44.1%
-10.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.1% | +7.4% | +0.5% |
| 7D | +4.5% | -8.2% | +12.8% | +3.5% |
| 30D | +6.0% | -8.1% | +14.1% | +5.1% |
| 3M | -19.7% | +34.9% | -54.6% | -15.9% |
| 6M | -10.4% | +72.6% | -83.0% | -4.1% |
| YTD | +33.3% | +55.8% | -22.5% | +43.8% |
| All | +33.8% | +44.1% | -10.4% | +43.2% |
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