+34.4%
TSLA vs FIVN
-55.7%
+90.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.7% |
| 7D | +3.0% | -9.6% | +12.6% | +6.0% |
| 30D | +11.2% | -11.9% | +23.1% | +15.1% |
| 3M | -7.3% | +40.1% | -47.4% | -17.5% |
| 6M | -7.7% | +68.3% | -76.1% | -25.4% |
| YTD | -18.2% | +51.5% | -69.7% | -32.1% |
| 1Y | +6.0% | +15.1% | -9.1% | -2.1% |
| All | +34.4% | -55.7% | +90.1% | +46.2% |
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