+64.2%
T vs FIVN
-82.0%
+146.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.7% |
| 7D | -3.1% | -9.6% | +6.5% | -2.8% |
| 30D | +4.6% | -11.9% | +16.5% | +5.0% |
| 3M | +12.2% | +40.1% | -27.9% | +10.6% |
| 6M | -6.5% | +68.3% | -74.8% | -8.6% |
| YTD | +4.9% | +51.5% | -46.6% | +2.8% |
| 1Y | -10.5% | +15.1% | -25.6% | -11.2% |
| 3Y | +104.6% | -55.6% | +160.2% | +112.4% |
| 5Y | +64.2% | -82.4% | +146.6% | +71.0% |
| All | +64.2% | -82.0% | +146.2% | +71.0% |
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