+18.9%
SWKS vs FIVN
+55.4%
-36.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.1% |
| 7D | -4.9% | -3.4% | -1.5% | -4.6% |
| 30D | -1.2% | +5.8% | -6.9% | -1.9% |
| 3M | +24.2% | +22.0% | +2.1% | +20.4% |
| 6M | +21.5% | +55.7% | -34.3% | +14.8% |
| YTD | +33.5% | +81.3% | -47.8% | +25.0% |
| 1Y | +18.9% | +58.0% | -39.1% | +17.4% |
| All | +18.9% | +55.4% | -36.5% | +17.4% |
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 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