+87.5%
U vs FIVN
-56.5%
+144.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.1% | +8.3% | +6.5% |
| 7D | +2.6% | -2.8% | +5.4% | +3.6% |
| 30D | +27.6% | -17.4% | +45.0% | +34.7% |
| 3M | +15.3% | -19.2% | +34.5% | +21.9% |
| 6M | +96.4% | +29.4% | +67.0% | +64.1% |
| YTD | +19.6% | +36.3% | -16.7% | -4.9% |
| 1Y | +42.1% | +33.5% | +8.7% | +13.6% |
| 3Y | +87.5% | -56.8% | +144.4% | +139.3% |
| All | +87.5% | -56.5% | +144.0% | +139.3% |
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