-74.5%
U vs FIVN
-82.6%
+8.1%
-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% | +0.6% | +0.8% |
| 7D | +2.8% | -17.4% | +20.3% | +12.8% |
| 30D | +7.6% | -20.4% | +28.0% | +19.9% |
| 3M | +12.7% | -9.6% | +22.3% | +13.5% |
| 6M | +87.0% | +34.7% | +52.3% | +39.3% |
| YTD | +13.6% | +40.6% | -27.0% | -22.0% |
| 1Y | +25.3% | +34.3% | -9.0% | -11.8% |
| 3Y | +85.8% | -55.5% | +141.3% | +161.2% |
| 5Y | -74.5% | -82.5% | +8.0% | -21.5% |
| All | -74.5% | -82.6% | +8.1% | -21.5% |
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