+517.6%
SPMO vs FIVN
+118.5%
+399.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.3% |
| 7D | -0.9% | -7.8% | +6.9% | +0.2% |
| 30D | -1.9% | -1.7% | -0.2% | -1.9% |
| 3M | -1.4% | +47.2% | -48.5% | -7.9% |
| 6M | +25.5% | +82.7% | -57.2% | +11.5% |
| YTD | +24.8% | +52.9% | -28.1% | +13.5% |
| 1Y | +24.5% | +17.5% | +7.0% | +17.8% |
| 3Y | +157.1% | -55.8% | +213.0% | +174.5% |
| 5Y | +149.5% | -82.3% | +231.8% | +200.6% |
| All | +517.6% | +118.5% | +399.1% | +411.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling