+183.3%
SW vs FIVN
+109.8%
+73.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.4% | 0.0% |
| 7D | +1.8% | -19.3% | +21.1% | +3.9% |
| 30D | +7.0% | -20.7% | +27.7% | +9.2% |
| 3M | -7.6% | -15.1% | +7.4% | -6.7% |
| 6M | +8.5% | +30.6% | -22.1% | +4.4% |
| YTD | +17.7% | +44.0% | -26.3% | +10.8% |
| 1Y | +27.1% | +45.5% | -18.5% | +19.4% |
| 3Y | +48.2% | -52.8% | +101.0% | +50.9% |
| 5Y | -2.3% | -82.6% | +80.3% | +3.0% |
| 10Y | +183.3% | +109.4% | +74.0% | +182.4% |
| All | +183.3% | +109.8% | +73.5% | +182.4% |
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 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