+163.5%
SWKS vs FIVN
+318.5%
-155.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +6.0% | +4.1% |
| 7D | +12.5% | -2.3% | +14.8% | +13.1% |
| 30D | +10.5% | +12.4% | -1.9% | +6.5% |
| 3M | -7.4% | +36.0% | -43.4% | -15.7% |
| 6M | +32.7% | +86.0% | -53.3% | +9.0% |
| YTD | +19.2% | +65.9% | -46.8% | -0.2% |
| 1Y | +2.4% | +26.5% | -24.1% | -8.1% |
| 3Y | -25.6% | -54.2% | +28.6% | -17.2% |
| 5Y | -53.4% | -80.5% | +27.0% | -39.6% |
| 10Y | +23.2% | +109.6% | -86.5% | -8.5% |
| All | +163.5% | +318.5% | -155.0% | +66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling