+335.0%
STRL vs FIVN
-54.3%
+389.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +0.1% |
| 7D | -19.8% | -22.4% | +2.6% | -17.5% |
| 30D | -43.6% | -23.8% | -19.8% | -41.8% |
| 3M | -45.2% | -19.5% | -25.7% | -44.2% |
| 6M | -65.7% | +25.6% | -91.3% | -68.0% |
| YTD | -5.4% | +38.4% | -43.8% | -15.0% |
| 1Y | -24.7% | +33.7% | -58.4% | -31.7% |
| 3Y | +335.0% | -56.2% | +391.2% | +378.3% |
| All | +335.0% | -54.3% | +389.3% | +378.3% |
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