+32.1%
SWKS vs FIVN
+102.4%
-70.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -17.6% | +18.8% | +5.9% |
| 7D | -6.2% | -22.6% | +16.5% | -0.2% |
| 30D | -1.5% | -16.8% | +15.3% | +2.2% |
| 3M | +23.0% | -0.9% | +23.8% | +19.9% |
| 6M | +27.6% | +28.4% | -0.8% | +13.9% |
| YTD | +32.3% | +40.2% | -7.9% | +11.8% |
| 1Y | +20.1% | +30.5% | -10.4% | +3.4% |
| 3Y | +0.6% | -56.2% | +56.9% | +12.8% |
| 5Y | -42.3% | -81.0% | +38.7% | -23.2% |
| All | +32.1% | +102.4% | -70.3% | -7.6% |
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