+2.9%
SPGI vs FIVN
+55.4%
-52.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.7% | +3.2% |
| 7D | +7.2% | -3.4% | +10.6% | +7.6% |
| 30D | +23.2% | +5.8% | +17.5% | +22.1% |
| 3M | +17.0% | +22.0% | -5.0% | +13.3% |
| 6M | +20.4% | +55.7% | -35.3% | +12.0% |
| YTD | -1.9% | +81.3% | -83.2% | -11.7% |
| 1Y | +2.9% | +58.0% | -55.1% | -7.1% |
| All | +2.9% | +55.4% | -52.5% | -7.1% |
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