+250.1%
SYF vs FIVN
+118.5%
+131.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.5% |
| 7D | -4.9% | -7.8% | +2.9% | -3.7% |
| 30D | -4.3% | -1.7% | -2.6% | -4.2% |
| 3M | +5.5% | +47.2% | -41.7% | -1.9% |
| 6M | +17.5% | +82.7% | -65.2% | +3.5% |
| YTD | -7.8% | +52.9% | -60.7% | -16.5% |
| 1Y | +1.6% | +17.5% | -15.8% | -4.0% |
| 3Y | +154.8% | -55.8% | +210.6% | +169.5% |
| 5Y | +79.5% | -82.3% | +161.8% | +102.0% |
| All | +250.1% | +118.5% | +131.6% | +181.4% |
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