-71.4%
SOUN vs FIVN
+55.4%
-126.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.2% | +4.1% |
| 7D | -2.7% | -3.4% | +0.7% | -1.1% |
| 30D | -26.5% | +5.8% | -32.3% | -28.7% |
| 3M | -33.6% | +22.0% | -55.7% | -41.1% |
| 6M | -54.4% | +55.7% | -110.1% | -64.9% |
| YTD | -56.7% | +81.3% | -138.0% | -71.9% |
| 1Y | -71.4% | +58.0% | -129.4% | -80.1% |
| All | -71.4% | +55.4% | -126.9% | -80.1% |
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 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