+219.1%
TER vs FIVN
-81.8%
+301.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.1% | +10.3% | +5.4% |
| 7D | +11.0% | -8.2% | +19.2% | +12.7% |
| 30D | -1.9% | -8.1% | +6.2% | -0.7% |
| 3M | -0.7% | +34.9% | -35.6% | -9.2% |
| 6M | +36.4% | +72.6% | -36.3% | +13.6% |
| YTD | +92.4% | +55.8% | +36.7% | +62.7% |
| 1Y | +213.5% | +17.1% | +196.4% | +188.1% |
| 3Y | +277.2% | -54.3% | +331.6% | +330.2% |
| 5Y | +219.1% | -81.6% | +300.7% | +340.0% |
| All | +219.1% | -81.8% | +301.0% | +340.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling