+285.0%
SYK vs FIVN
+285.7%
-0.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.9% |
| 7D | -9.1% | -7.8% | -1.3% | -8.3% |
| 30D | -20.6% | -1.7% | -18.9% | -20.5% |
| 3M | -9.6% | +47.2% | -56.8% | -13.7% |
| 6M | -19.9% | +82.7% | -102.6% | -26.2% |
| YTD | -21.2% | +52.9% | -74.1% | -26.2% |
| 1Y | -28.4% | +17.5% | -45.9% | -31.1% |
| 3Y | -5.3% | -55.8% | +50.5% | -0.7% |
| 5Y | +6.0% | -82.3% | +88.3% | +18.8% |
| 10Y | +178.4% | +116.5% | +61.9% | +141.4% |
| All | +285.0% | +285.7% | -0.6% | +222.2% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling