+183.5%
TECH vs FIVN
+115.6%
+67.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -0.5% | -11.3% | +10.8% | +2.5% |
| 30D | 0.0% | -7.3% | +7.3% | +1.6% |
| 3M | +37.4% | +41.7% | -4.2% | +23.0% |
| 6M | +36.9% | +78.3% | -41.4% | +13.4% |
| YTD | +23.1% | +50.9% | -27.8% | +5.5% |
| 1Y | +42.2% | +19.7% | +22.6% | +28.9% |
| 3Y | +1.9% | -55.7% | +57.7% | +15.3% |
| 5Y | -42.9% | -82.6% | +39.6% | -22.5% |
| All | +183.5% | +115.6% | +67.9% | +124.0% |
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 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