+51.0%
SWKS vs FIVN
+92.2%
-41.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.6% |
| 7D | +10.9% | -17.4% | +28.3% | +15.9% |
| 30D | +17.6% | -20.4% | +38.0% | +23.7% |
| 3M | +29.2% | -9.6% | +38.9% | +29.8% |
| 6M | +37.0% | +34.7% | +2.3% | +20.6% |
| YTD | +44.9% | +40.6% | +4.3% | +22.3% |
| 1Y | +33.8% | +34.3% | -0.5% | +14.4% |
| 3Y | +10.2% | -55.5% | +65.7% | +23.0% |
| 5Y | -37.0% | -82.5% | +45.5% | -13.7% |
| All | +51.0% | +92.2% | -41.2% | +2.8% |
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