-39.7%
STLA vs FIVN
+15.3%
-54.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -3.8% | -11.3% | +7.5% | -3.5% |
| 30D | -3.1% | -7.3% | +4.2% | -2.9% |
| 3M | -19.6% | +41.7% | -61.3% | -19.7% |
| 6M | -23.5% | +78.3% | -101.7% | -24.4% |
| YTD | -51.5% | +50.9% | -102.4% | -49.7% |
| 1Y | -39.7% | +19.7% | -59.3% | -34.6% |
| All | -39.7% | +15.3% | -54.9% | -34.6% |
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 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