+150.5%
SPMO vs FIVN
-82.2%
+232.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.4% |
| 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% | -6.0% |
| 6M | +25.5% | +82.7% | -57.2% | +15.3% |
| YTD | +24.8% | +52.9% | -28.1% | +16.8% |
| 1Y | +24.5% | +17.5% | +7.0% | +20.2% |
| 3Y | +157.1% | -55.8% | +213.0% | +167.7% |
| All | +150.5% | -82.2% | +232.7% | +181.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling