+49.3%
SW vs FIVN
-45.8%
+95.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -0.6% |
| 7D | +4.7% | -8.7% | +13.4% | +6.1% |
| 30D | +5.0% | +2.6% | +2.4% | +4.3% |
| 3M | -7.3% | +15.3% | -22.7% | -10.1% |
| 6M | +15.0% | +40.7% | -25.7% | +7.3% |
| YTD | +18.5% | +70.3% | -51.8% | +5.7% |
| 1Y | +27.1% | +50.0% | -22.9% | +16.2% |
| All | +49.3% | -45.8% | +95.1% | +47.3% |
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