+206.7%
UAL vs FIVN
-55.4%
+262.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -17.6% | +19.7% | +6.5% |
| 7D | +8.2% | -22.6% | +30.8% | +14.8% |
| 30D | +2.3% | -16.8% | +19.1% | +6.2% |
| 3M | -12.7% | -0.9% | -11.8% | -14.9% |
| 6M | +12.7% | +28.4% | -15.7% | +0.2% |
| YTD | +0.8% | +40.2% | -39.4% | -15.4% |
| 1Y | +17.8% | +30.5% | -12.8% | +1.3% |
| 3Y | +206.7% | -56.2% | +262.9% | +219.1% |
| All | +206.7% | -55.4% | +262.1% | +219.1% |
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