-79.9%
SPXU vs FIVN
-55.2%
-24.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.0% |
| 7D | +2.5% | -7.8% | +10.3% | 0.0% |
| 30D | +4.2% | -1.7% | +5.9% | +4.1% |
| 3M | -9.3% | +47.2% | -56.5% | +4.7% |
| 6M | -30.7% | +82.7% | -113.4% | -11.4% |
| YTD | -28.1% | +52.9% | -81.1% | -13.3% |
| 1Y | -35.2% | +17.5% | -52.7% | -29.3% |
| 3Y | -79.9% | -55.8% | -24.1% | -79.6% |
| All | -79.9% | -55.2% | -24.7% | -79.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling