-63.2%
STLA vs FIVN
-82.0%
+18.8%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.3% |
| 7D | +0.4% | -9.6% | +10.0% | +2.3% |
| 30D | -5.2% | -11.9% | +6.7% | -3.0% |
| 3M | -24.9% | +40.1% | -64.9% | -30.4% |
| 6M | -25.2% | +68.3% | -93.5% | -34.7% |
| YTD | -51.4% | +51.5% | -102.9% | -57.0% |
| 1Y | -40.7% | +15.1% | -55.8% | -44.1% |
| 3Y | -66.3% | -55.6% | -10.7% | -63.0% |
| 5Y | -63.2% | -82.4% | +19.2% | -56.8% |
| All | -63.2% | -82.0% | +18.8% | -56.8% |
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