+210.0%
SYY vs FIVN
+292.8%
-82.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.9% | +0.1% |
| 7D | -2.8% | -8.2% | +5.5% | -2.3% |
| 30D | -5.3% | -8.1% | +2.8% | -4.9% |
| 3M | +5.1% | +34.9% | -29.8% | +2.8% |
| 6M | -5.0% | +72.6% | -77.6% | -9.1% |
| YTD | +10.7% | +55.8% | -45.1% | +6.4% |
| 1Y | +0.7% | +17.1% | -16.5% | -1.5% |
| 3Y | +24.0% | -54.3% | +78.4% | +27.7% |
| 5Y | +19.3% | -81.6% | +100.8% | +27.5% |
| 10Y | +96.4% | +109.2% | -12.8% | +71.0% |
| All | +210.0% | +292.8% | -82.9% | +157.6% |
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