+48.5%
TER vs FIVN
+32.8%
+15.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.2% | +7.2% | +8.4% |
| 7D | +5.9% | -22.8% | +28.7% | +3.3% |
| 30D | -30.8% | -21.3% | -9.5% | -32.3% |
| 3M | -29.9% | -14.0% | -16.0% | -30.1% |
| 6M | -27.5% | +31.1% | -58.6% | -21.7% |
| YTD | +37.5% | +40.0% | -2.5% | +50.3% |
| All | +48.5% | +32.8% | +15.7% | +65.1% |
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 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