-68.9%
U vs FIVN
-82.6%
+13.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | 0.0% | -11.3% | +11.3% | +7.3% |
| 30D | -4.1% | -7.3% | +3.2% | -0.7% |
| 3M | +57.8% | +41.7% | +16.1% | +20.8% |
| 6M | +103.5% | +78.3% | +25.3% | +25.9% |
| YTD | -4.8% | +50.9% | -55.6% | -34.0% |
| 1Y | -2.4% | +19.7% | -22.0% | -21.5% |
| 3Y | +11.7% | -55.7% | +67.4% | +66.0% |
| 5Y | -68.9% | -82.6% | +13.7% | -10.0% |
| All | -68.9% | -82.6% | +13.8% | -10.0% |
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