+5.0%
SYK vs FIVN
-82.4%
+87.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -12.3% | -11.3% | -1.0% | -11.1% |
| 30D | -22.4% | -7.3% | -15.2% | -21.8% |
| 3M | -12.3% | +41.7% | -54.0% | -16.2% |
| 6M | -24.3% | +78.3% | -102.6% | -30.4% |
| YTD | -22.8% | +50.9% | -73.6% | -27.8% |
| 1Y | -28.8% | +19.7% | -48.4% | -31.4% |
| 3Y | -4.0% | -55.7% | +51.8% | +2.5% |
| All | +5.0% | -82.4% | +87.4% | +21.8% |
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