+1,513.7%
STX vs FIVN
+243.6%
+1,270.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.6% |
| 7D | +14.6% | -2.8% | +17.4% | +15.1% |
| 30D | -26.0% | -17.4% | -8.5% | -24.0% |
| 3M | -42.6% | -19.2% | -23.4% | -41.2% |
| 6M | -35.3% | +29.4% | -64.6% | -39.2% |
| YTD | +92.5% | +36.3% | +56.2% | +76.3% |
| 1Y | +102.4% | +33.5% | +68.9% | +85.7% |
| 3Y | +673.8% | -56.8% | +730.7% | +723.6% |
| 5Y | +463.1% | -83.0% | +546.0% | +563.4% |
| 10Y | +2,014.6% | +87.3% | +1,927.3% | +1,639.6% |
| All | +1,513.7% | +243.6% | +1,270.0% | +1,158.5% |
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