+113.9%
SOXX vs FIVN
+27.5%
+86.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +6.0% | +3.5% |
| 7D | +2.2% | -2.3% | +4.5% | +2.2% |
| 30D | -2.0% | +12.4% | -14.4% | -2.0% |
| 3M | -13.7% | +36.0% | -49.7% | -12.5% |
| 6M | +52.4% | +86.0% | -33.6% | +50.1% |
| YTD | +72.8% | +65.9% | +6.9% | +73.3% |
| 1Y | +113.9% | +26.5% | +87.4% | +124.2% |
| All | +113.9% | +27.5% | +86.4% | +124.2% |
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 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