+113.8%
SYY vs FIVN
+118.5%
-4.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.0% |
| 7D | +3.9% | -7.8% | +11.8% | +4.5% |
| 30D | -1.7% | -1.7% | 0.0% | -1.7% |
| 3M | +5.2% | +47.2% | -42.0% | +2.1% |
| 6M | -0.2% | +82.7% | -82.9% | -5.3% |
| YTD | +15.4% | +52.9% | -37.5% | +10.6% |
| 1Y | +5.6% | +17.5% | -11.9% | +3.1% |
| 3Y | +28.9% | -55.8% | +84.7% | +33.8% |
| 5Y | +24.1% | -82.3% | +106.4% | +34.8% |
| All | +113.8% | +118.5% | -4.7% | +67.2% |
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 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