+194.8%
SWKS vs FIVN
+263.1%
-68.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.1% |
| 7D | -2.7% | -19.3% | +16.5% | +1.9% |
| 30D | +8.5% | -20.7% | +29.2% | +13.8% |
| 3M | +17.3% | -15.1% | +32.4% | +19.6% |
| 6M | +25.1% | +30.6% | -5.5% | +12.4% |
| YTD | +33.3% | +44.0% | -10.6% | +13.6% |
| 1Y | +22.9% | +45.5% | -22.6% | +4.3% |
| 3Y | +5.5% | -52.8% | +58.3% | +14.7% |
| 5Y | -41.9% | -82.6% | +40.7% | -23.3% |
| 10Y | +32.4% | +109.4% | -76.9% | -2.1% |
| All | +194.8% | +263.1% | -68.3% | +89.1% |
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