-57.1%
SOUN vs FIVN
+20.3%
-77.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.0% |
| 7D | -7.1% | -7.8% | +0.7% | -3.4% |
| 30D | -15.4% | -1.7% | -13.7% | -15.0% |
| 3M | -10.6% | +47.2% | -57.8% | -28.9% |
| 6M | -19.6% | +82.7% | -102.4% | -45.2% |
| YTD | -37.2% | +52.9% | -90.1% | -54.5% |
| 1Y | -57.1% | +17.5% | -74.5% | -65.5% |
| All | -57.1% | +20.3% | -77.4% | -65.5% |
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