+181.5%
TER vs FIVN
-54.3%
+235.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.6% | +0.2% |
| 7D | -8.9% | -22.4% | +13.5% | -6.6% |
| 30D | -39.1% | -23.8% | -15.3% | -37.4% |
| 3M | -32.8% | -19.5% | -13.2% | -31.5% |
| 6M | -31.7% | +25.6% | -57.3% | -35.2% |
| YTD | +26.9% | +38.4% | -11.5% | +15.6% |
| 1Y | +33.6% | +33.7% | -0.1% | +22.7% |
| 3Y | +181.5% | -56.2% | +237.7% | +227.1% |
| All | +181.5% | -54.3% | +235.8% | +227.1% |
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 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