+111.9%
SPG vs FIVN
-55.5%
+167.4%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.1% | +7.3% | +1.7% |
| 7D | 0.0% | -8.2% | +8.2% | +0.8% |
| 30D | -4.9% | -8.1% | +3.2% | -4.3% |
| 3M | +3.3% | +34.9% | -31.6% | -0.3% |
| 6M | +11.2% | +72.6% | -61.4% | +3.5% |
| YTD | +17.1% | +55.8% | -38.7% | +10.0% |
| 1Y | +21.6% | +17.1% | +4.4% | +19.1% |
| 3Y | +111.9% | -54.3% | +166.2% | +123.7% |
| All | +111.9% | -55.5% | +167.4% | +123.7% |
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