+43.2%
TER vs FIVN
+55.4%
-12.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.6% | -8.4% | -6.6% |
| 7D | -19.9% | -3.4% | -16.5% | -20.2% |
| 30D | -43.5% | +5.8% | -49.3% | -43.1% |
| 3M | -37.8% | +22.0% | -59.8% | -35.5% |
| 6M | -25.6% | +55.7% | -81.3% | -18.7% |
| YTD | +29.8% | +81.3% | -51.5% | +44.5% |
| 1Y | +43.2% | +58.0% | -14.8% | +67.0% |
| All | +43.2% | +55.4% | -12.2% | +67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling