+133.6%
UAL vs FIVN
-52.8%
+186.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +3.2% |
| 7D | +0.7% | -2.3% | +3.0% | +1.3% |
| 30D | -16.1% | +12.4% | -28.5% | -19.7% |
| 3M | +6.1% | +36.0% | -29.9% | -4.8% |
| 6M | +10.8% | +86.0% | -75.1% | -13.1% |
| YTD | -0.4% | +65.9% | -66.3% | -19.2% |
| 1Y | +5.0% | +26.5% | -21.5% | -6.0% |
| All | +133.6% | -52.8% | +186.4% | +148.2% |
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