+12.5%
UAL vs FIVN
+29.8%
-17.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -1.4% |
| 7D | -3.0% | -2.8% | -0.2% | -2.7% |
| 30D | +10.5% | -17.4% | +27.9% | +12.6% |
| 3M | -13.5% | -19.2% | +5.7% | -11.8% |
| 6M | +14.2% | +29.4% | -15.1% | +8.1% |
| YTD | -2.2% | +36.3% | -38.5% | -7.4% |
| 1Y | +12.5% | +33.5% | -21.0% | +7.4% |
| All | +12.5% | +29.8% | -17.4% | +7.4% |
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