+555.3%
SONY vs FIVN
+282.0%
+273.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | 0.0% |
| 7D | -4.9% | -9.6% | +4.7% | -3.5% |
| 30D | -1.6% | -11.9% | +10.3% | +0.1% |
| 3M | +10.0% | +40.1% | -30.1% | +3.7% |
| 6M | +8.4% | +68.3% | -59.9% | -1.9% |
| YTD | -8.4% | +51.5% | -59.9% | -16.3% |
| 1Y | -18.4% | +15.1% | -33.5% | -22.3% |
| 3Y | +41.0% | -55.6% | +96.5% | +50.0% |
| 5Y | +9.3% | -82.4% | +91.7% | +27.6% |
| 10Y | +281.7% | +114.5% | +167.2% | +230.8% |
| All | +555.3% | +282.0% | +273.3% | +427.1% |
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 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