-16.3%
SOUN vs FIVN
-70.2%
+53.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -6.8% | -11.3% | +4.5% | -0.7% |
| 30D | -15.2% | -7.3% | -8.0% | -12.1% |
| 3M | -7.0% | +41.7% | -48.6% | -25.7% |
| 6M | -20.5% | +78.3% | -98.8% | -45.0% |
| YTD | -37.0% | +50.9% | -87.9% | -53.1% |
| 1Y | -55.3% | +19.7% | -75.0% | -62.3% |
| 3Y | +173.0% | -55.7% | +228.8% | +257.9% |
| All | -16.3% | -70.2% | +53.9% | +40.5% |
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 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