+264.3%
STT vs FIVN
+118.5%
+145.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | -0.4% | -7.8% | +7.4% | +0.5% |
| 30D | +1.7% | -1.7% | +3.5% | +1.8% |
| 3M | +17.9% | +47.2% | -29.3% | +11.3% |
| 6M | +55.3% | +82.7% | -27.4% | +40.6% |
| YTD | +52.7% | +52.9% | -0.3% | +41.1% |
| 1Y | +75.7% | +17.5% | +58.2% | +67.8% |
| 3Y | +197.9% | -55.8% | +253.7% | +212.2% |
| 5Y | +158.8% | -82.3% | +241.1% | +183.3% |
| All | +264.3% | +118.5% | +145.8% | +204.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling