+137.7%
UAL vs FIVN
-81.8%
+219.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.1% | +3.3% | -1.3% |
| 7D | +3.4% | -8.2% | +11.7% | +5.7% |
| 30D | -16.5% | -8.1% | -8.3% | -15.0% |
| 3M | +2.8% | +34.9% | -32.1% | -6.9% |
| 6M | +17.6% | +72.6% | -55.1% | -3.4% |
| YTD | -3.2% | +55.8% | -59.0% | -18.6% |
| 1Y | +0.4% | +17.1% | -16.7% | -8.4% |
| 3Y | +128.2% | -54.3% | +182.5% | +149.1% |
| 5Y | +137.7% | -81.6% | +219.3% | +213.0% |
| All | +137.7% | -81.8% | +219.5% | +213.0% |
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