+30.9%
SPG vs FIVN
+55.4%
-24.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.9% |
| 7D | +8.2% | -3.4% | +11.6% | +8.2% |
| 30D | +13.5% | +5.8% | +7.7% | +13.4% |
| 3M | +2.2% | +22.0% | -19.8% | +2.2% |
| 6M | +15.9% | +55.7% | -39.9% | +15.8% |
| YTD | +27.6% | +81.3% | -53.7% | +27.8% |
| 1Y | +30.9% | +58.0% | -27.0% | +31.5% |
| All | +30.9% | +55.4% | -24.5% | +31.5% |
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