-53.0%
SWKS vs FIVN
-80.6%
+27.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +6.0% | +4.2% |
| 7D | +12.5% | -2.3% | +14.8% | +13.1% |
| 30D | +10.5% | +12.4% | -1.9% | +6.4% |
| 3M | -7.4% | +36.0% | -43.4% | -16.0% |
| 6M | +32.7% | +86.0% | -53.3% | +7.9% |
| YTD | +19.2% | +65.9% | -46.8% | -1.0% |
| 1Y | +2.4% | +26.5% | -24.1% | -7.9% |
| 3Y | -25.6% | -54.2% | +28.6% | -15.8% |
| All | -53.0% | -80.6% | +27.5% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling