+182.7%
SW vs FIVN
+102.4%
+80.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -17.6% | +16.7% | +0.8% |
| 7D | +2.3% | -22.6% | +24.9% | +4.8% |
| 30D | +6.8% | -16.8% | +23.5% | +8.4% |
| 3M | -5.2% | -0.9% | -4.3% | -5.8% |
| 6M | +7.4% | +28.4% | -21.0% | +3.5% |
| YTD | +17.4% | +40.2% | -22.9% | +10.8% |
| 1Y | +27.1% | +30.5% | -3.5% | +20.8% |
| 3Y | +47.9% | -56.2% | +104.1% | +51.6% |
| 5Y | -2.6% | -81.0% | +78.4% | +2.7% |
| All | +182.7% | +102.4% | +80.2% | +182.2% |
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