+52.0%
STT vs FIVN
+55.4%
-3.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.1% |
| 7D | -0.1% | -3.4% | +3.3% | +0.1% |
| 30D | -1.7% | +5.8% | -7.4% | -1.9% |
| 3M | -6.4% | +22.0% | -28.4% | -7.2% |
| 6M | +17.7% | +55.7% | -38.1% | +15.3% |
| YTD | +36.9% | +81.3% | -44.4% | +33.2% |
| 1Y | +52.0% | +58.0% | -5.9% | +51.3% |
| All | +52.0% | +55.4% | -3.4% | +51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling