+1,802.9%
TER vs FIVN
+115.6%
+1,687.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | +9.4% | -11.3% | +20.7% | +12.3% |
| 30D | -2.4% | -7.3% | +4.9% | -1.2% |
| 3M | +6.5% | +41.7% | -35.1% | -5.5% |
| 6M | +23.2% | +78.3% | -55.1% | -0.8% |
| YTD | +91.5% | +50.9% | +40.6% | +59.4% |
| 1Y | +214.8% | +19.7% | +195.1% | +179.9% |
| 3Y | +275.3% | -55.7% | +331.1% | +323.3% |
| 5Y | +211.9% | -82.6% | +294.5% | +334.7% |
| All | +1,802.9% | +115.6% | +1,687.3% | +1,251.8% |
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