+27.1%
SW vs FIVN
+23.8%
+3.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -17.6% | +16.7% | +0.2% |
| 7D | +2.3% | -22.6% | +24.9% | +4.0% |
| 30D | +6.8% | -16.8% | +23.5% | +7.8% |
| 3M | -5.2% | -0.9% | -4.3% | -5.4% |
| 6M | +7.4% | +28.4% | -21.0% | +6.2% |
| YTD | +17.4% | +40.2% | -22.9% | +16.0% |
| 1Y | +27.1% | +30.5% | -3.5% | +27.2% |
| All | +27.1% | +23.8% | +3.3% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling