+57.0%
T vs FIVN
-82.6%
+139.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +1.6% | -17.4% | +19.1% | +2.2% |
| 30D | -2.9% | -20.4% | +17.5% | -2.4% |
| 3M | -7.5% | -9.6% | +2.1% | -7.6% |
| 6M | -9.9% | +34.7% | -44.6% | -11.5% |
| YTD | -6.4% | +40.6% | -47.0% | -8.5% |
| 1Y | -9.4% | +34.3% | -43.7% | -11.3% |
| 3Y | +64.9% | -55.5% | +120.3% | +70.7% |
| 5Y | +57.0% | -82.5% | +139.4% | +60.1% |
| All | +57.0% | -82.6% | +139.6% | +60.1% |
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