+2.3%
TECH vs FIVN
-55.5%
+57.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +6.0% | +1.2% |
| 7D | +0.2% | -8.2% | +8.4% | +2.1% |
| 30D | +0.1% | -8.1% | +8.3% | +1.8% |
| 3M | +37.5% | +34.9% | +2.6% | +25.3% |
| 6M | +34.6% | +72.6% | -38.1% | +13.6% |
| YTD | +23.5% | +55.8% | -32.3% | +6.3% |
| 1Y | +34.4% | +17.1% | +17.3% | +25.2% |
| 3Y | +2.3% | -54.3% | +56.6% | +12.4% |
| All | +2.3% | -55.5% | +57.8% | +12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling