-0.3%
SPOT vs FIVN
+55.4%
-55.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.4% |
| 7D | +16.6% | -3.4% | +20.0% | +17.1% |
| 30D | +29.9% | +5.8% | +24.2% | +28.6% |
| 3M | +31.3% | +22.0% | +9.2% | +26.5% |
| 6M | +43.2% | +55.7% | -12.5% | +32.4% |
| YTD | +8.1% | +81.3% | -73.2% | -5.2% |
| 1Y | -0.3% | +58.0% | -58.3% | -12.5% |
| All | -0.3% | +55.4% | -55.7% | -12.5% |
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 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