-18.1%
SONY vs FIVN
+20.3%
-38.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.5% |
| 7D | -2.7% | -7.8% | +5.2% | -2.0% |
| 30D | +1.5% | -1.7% | +3.3% | +1.6% |
| 3M | +13.0% | +47.2% | -34.2% | +9.0% |
| 6M | +11.2% | +82.7% | -71.5% | +5.2% |
| YTD | -6.6% | +52.9% | -59.6% | -9.5% |
| 1Y | -18.1% | +17.5% | -35.6% | -15.6% |
| All | -18.1% | +20.3% | -38.5% | -15.6% |
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