+1,376.8%
STX vs FIVN
-55.7%
+1,432.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.9% |
| 7D | +9.6% | -9.6% | +19.2% | +10.2% |
| 30D | +10.6% | -11.9% | +22.5% | +11.3% |
| 3M | +4.8% | +40.1% | -35.3% | +0.4% |
| 6M | +137.3% | +68.3% | +68.9% | +119.5% |
| YTD | +222.5% | +51.5% | +171.0% | +201.4% |
| 1Y | +366.2% | +15.1% | +351.1% | +354.5% |
| All | +1,376.8% | -55.7% | +1,432.5% | +1,452.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling