+575.8%
SPMO vs FIVN
+648.0%
-72.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +0.2% |
| 7D | +2.7% | -9.6% | +12.3% | +4.0% |
| 30D | +1.1% | -11.9% | +13.0% | +2.6% |
| 3M | +2.0% | +40.1% | -38.0% | -3.5% |
| 6M | +26.5% | +68.3% | -41.8% | +15.0% |
| YTD | +26.5% | +51.5% | -25.0% | +16.1% |
| 1Y | +27.9% | +15.1% | +12.8% | +21.9% |
| 3Y | +160.4% | -55.6% | +215.9% | +175.3% |
| 5Y | +151.5% | -82.4% | +233.9% | +194.7% |
| 10Y | +526.3% | +114.5% | +411.9% | +451.8% |
| All | +575.8% | +648.0% | -72.2% | +483.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling