+1.4%
UAL vs FIVN
+13.9%
-12.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | -0.6% |
| 7D | -1.1% | -9.6% | +8.5% | +0.3% |
| 30D | -13.4% | -11.9% | -1.5% | -12.0% |
| 3M | -2.3% | +40.1% | -42.4% | -8.2% |
| 6M | +13.3% | +68.3% | -55.0% | +0.6% |
| YTD | -4.2% | +51.5% | -55.7% | -12.3% |
| 1Y | +1.4% | +15.1% | -13.7% | -2.4% |
| All | +1.4% | +13.9% | -12.5% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling