+2,063.1%
STRL vs FIVN
-80.6%
+2,143.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.4% | +8.2% | +6.0% |
| 7D | +3.4% | -2.3% | +5.7% | +3.7% |
| 30D | -9.2% | +12.4% | -21.6% | -10.9% |
| 3M | -51.0% | +36.0% | -87.1% | -53.5% |
| 6M | +15.8% | +86.0% | -70.2% | +3.2% |
| YTD | +58.9% | +65.9% | -7.1% | +43.3% |
| 1Y | +68.5% | +26.5% | +42.0% | +59.3% |
| 3Y | +485.2% | -54.2% | +539.4% | +507.6% |
| All | +2,063.1% | -80.6% | +2,143.8% | +2,298.1% |
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