+937.9%
STRL vs FIVN
-82.9%
+1,020.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.7% |
| 7D | +15.7% | -2.8% | +18.5% | +16.1% |
| 30D | -35.5% | -17.4% | -18.1% | -34.2% |
| 3M | -47.1% | -19.2% | -28.0% | -46.2% |
| 6M | -65.8% | +29.4% | -95.1% | -67.9% |
| YTD | -4.5% | +36.3% | -40.8% | -12.7% |
| 1Y | -10.5% | +33.5% | -43.9% | -17.9% |
| 3Y | +340.6% | -56.8% | +397.5% | +360.3% |
| All | +937.9% | -82.9% | +1,020.9% | +1,100.5% |
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