+11.5%
SWKS vs FIVN
-56.5%
+68.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.5% |
| 7D | +9.4% | -2.8% | +12.3% | +10.1% |
| 30D | +17.0% | -17.4% | +34.4% | +20.8% |
| 3M | +28.9% | -19.2% | +48.1% | +32.6% |
| 6M | +33.1% | +29.4% | +3.8% | +20.4% |
| YTD | +44.8% | +36.3% | +8.5% | +26.8% |
| 1Y | +36.2% | +33.5% | +2.7% | +19.9% |
| 3Y | +11.5% | -56.8% | +68.3% | +24.7% |
| All | +11.5% | -56.5% | +68.0% | +24.7% |
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