+226.8%
SOXX vs FIVN
-55.2%
+282.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.7% |
| 7D | +1.4% | -7.8% | +9.2% | +2.5% |
| 30D | -3.6% | -1.7% | -1.8% | -3.5% |
| 3M | -10.2% | +47.2% | -57.3% | -16.6% |
| 6M | +54.2% | +82.7% | -28.5% | +34.1% |
| YTD | +75.2% | +52.9% | +22.3% | +57.3% |
| 1Y | +107.5% | +17.5% | +90.0% | +99.0% |
| 3Y | +226.8% | -55.8% | +282.6% | +240.8% |
| All | +226.8% | -55.2% | +282.0% | +240.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling