+34.1%
STLA vs FIVN
+318.5%
-284.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.7% |
| 7D | +2.6% | -2.3% | +4.9% | +3.0% |
| 30D | -1.2% | +12.4% | -13.6% | -3.4% |
| 3M | -24.8% | +36.0% | -60.8% | -29.0% |
| 6M | -25.6% | +86.0% | -111.5% | -34.5% |
| YTD | -48.9% | +65.9% | -114.9% | -54.6% |
| 1Y | -38.8% | +26.5% | -65.3% | -43.0% |
| 3Y | -64.5% | -54.2% | -10.3% | -62.4% |
| 5Y | -62.4% | -80.5% | +18.0% | -56.9% |
| 10Y | +55.4% | +109.6% | -54.2% | +24.0% |
| All | +34.1% | +318.5% | -284.4% | -4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling