+7,301.3%
STRL vs FIVN
+105.2%
+7,196.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -1.1% |
| 7D | +8.2% | -9.6% | +17.8% | +9.5% |
| 30D | -6.3% | -11.9% | +5.6% | -5.1% |
| 3M | -41.2% | +40.1% | -81.3% | -44.6% |
| 6M | +20.4% | +68.3% | -48.0% | +9.1% |
| YTD | +61.7% | +51.5% | +10.2% | +47.8% |
| 1Y | +72.7% | +15.1% | +57.6% | +64.5% |
| 3Y | +530.9% | -55.6% | +586.5% | +561.4% |
| 5Y | +2,125.4% | -82.4% | +2,207.8% | +2,429.4% |
| 10Y | +7,301.3% | +114.5% | +7,186.9% | +5,176.7% |
| All | +7,301.3% | +105.2% | +7,196.1% | +5,176.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling