+3,596.5%
STRL vs FIVN
+253.1%
+3,343.4%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.8% | +4.8% |
| 7D | +7.1% | -22.8% | +29.9% | +10.4% |
| 30D | -39.4% | -21.3% | -18.1% | -37.7% |
| 3M | -43.0% | -14.0% | -29.0% | -42.4% |
| 6M | -65.0% | +31.1% | -96.1% | -67.1% |
| YTD | -0.8% | +40.0% | -40.8% | -9.0% |
| 1Y | -20.3% | +38.1% | -58.4% | -26.8% |
| 3Y | +356.5% | -55.7% | +412.2% | +376.8% |
| 5Y | +952.8% | -82.5% | +1,035.4% | +1,093.1% |
| 10Y | +3,877.1% | +92.4% | +3,784.7% | +2,850.1% |
| All | +3,596.5% | +253.1% | +3,343.4% | +2,212.3% |
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 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