+3,422.6%
STRL vs FIVN
+249.1%
+3,173.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -67.6% |
| YTD | -5.4% | +38.4% | -43.8% | -13.2% |
| 1Y | -24.7% | +33.7% | -58.4% | -30.5% |
| 3Y | +335.0% | -56.2% | +391.2% | +355.0% |
| 5Y | +915.3% | -82.9% | +998.2% | +1,053.8% |
| 10Y | +3,877.5% | +103.6% | +3,773.9% | +2,827.7% |
| All | +3,422.6% | +249.1% | +3,173.6% | +2,106.5% |
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 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