+31.0%
SWKS vs FIVN
+103.9%
-72.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.1% | +8.0% | +3.5% |
| 7D | +11.8% | -8.2% | +20.1% | +14.3% |
| 30D | +6.7% | -8.1% | +14.9% | +8.7% |
| 3M | 0.0% | +34.9% | -34.9% | -9.7% |
| 6M | +38.7% | +72.6% | -33.9% | +14.1% |
| YTD | +21.4% | +55.8% | -34.4% | +1.5% |
| 1Y | +2.9% | +17.1% | -14.2% | -6.6% |
| 3Y | -16.4% | -54.3% | +37.9% | -5.7% |
| 5Y | -51.2% | -81.6% | +30.4% | -33.1% |
| 10Y | +31.0% | +109.2% | -78.2% | -11.2% |
| All | +31.0% | +103.9% | -72.8% | -11.2% |
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