+110.6%
SPOT vs FIVN
-82.6%
+193.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -6.9% | -11.3% | +4.4% | -3.6% |
| 30D | +4.1% | -7.3% | +11.4% | +6.0% |
| 3M | +3.7% | +41.7% | -38.0% | -8.0% |
| 6M | -1.6% | +78.3% | -79.9% | -21.3% |
| YTD | -10.2% | +50.9% | -61.0% | -24.9% |
| 1Y | -25.9% | +19.7% | -45.6% | -33.7% |
| 3Y | +235.6% | -55.7% | +291.3% | +299.7% |
| 5Y | +110.6% | -82.6% | +193.1% | +242.6% |
| All | +110.6% | -82.6% | +193.2% | +242.6% |
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