+5,818.4%
STRL vs FIVN
+318.5%
+5,499.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.4% | +8.2% | +6.1% |
| 7D | +3.4% | -2.3% | +5.7% | +3.7% |
| 30D | -9.2% | +12.4% | -21.6% | -11.0% |
| 3M | -51.0% | +36.0% | -87.1% | -53.6% |
| 6M | +15.8% | +86.0% | -70.2% | +3.7% |
| YTD | +58.9% | +65.9% | -7.1% | +43.7% |
| 1Y | +68.5% | +26.5% | +42.0% | +58.5% |
| 3Y | +485.2% | -54.2% | +539.4% | +512.1% |
| 5Y | +2,005.1% | -80.5% | +2,085.6% | +2,263.6% |
| 10Y | +7,118.0% | +109.6% | +7,008.3% | +5,230.7% |
| All | +5,818.4% | +318.5% | +5,499.9% | +3,551.0% |
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