+11.9%
U vs FIVN
-55.7%
+67.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +0.7% |
| 7D | +4.4% | -9.6% | +14.0% | +8.9% |
| 30D | -1.3% | -11.9% | +10.6% | +3.6% |
| 3M | +49.6% | +40.1% | +9.5% | +24.4% |
| 6M | +100.2% | +68.3% | +31.8% | +47.0% |
| YTD | -3.7% | +51.5% | -55.2% | -25.2% |
| 1Y | -6.5% | +15.1% | -21.6% | -17.2% |
| All | +11.9% | -55.7% | +67.5% | +55.7% |
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