+10.3%
SONY vs FIVN
-82.2%
+92.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.4% |
| 7D | -2.7% | -7.8% | +5.2% | -1.4% |
| 30D | +1.5% | -1.7% | +3.3% | +1.7% |
| 3M | +13.0% | +47.2% | -34.2% | +5.3% |
| 6M | +11.2% | +82.7% | -71.5% | -1.6% |
| YTD | -6.6% | +52.9% | -59.6% | -15.3% |
| 1Y | -18.1% | +17.5% | -35.6% | -22.3% |
| 3Y | +42.1% | -55.8% | +97.9% | +54.0% |
| All | +10.3% | -82.2% | +92.4% | +30.2% |
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 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