+148.2%
UAL vs FIVN
+318.5%
-170.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +2.9% |
| 7D | +0.7% | -2.3% | +3.0% | +1.1% |
| 30D | -16.1% | +12.4% | -28.5% | -18.3% |
| 3M | +6.1% | +36.0% | -29.9% | -0.5% |
| 6M | +10.8% | +86.0% | -75.1% | -3.3% |
| YTD | -0.4% | +65.9% | -66.3% | -11.6% |
| 1Y | +5.0% | +26.5% | -21.5% | -2.5% |
| 3Y | +124.0% | -54.2% | +178.2% | +135.3% |
| 5Y | +141.0% | -80.5% | +221.4% | +169.8% |
| 10Y | +118.0% | +109.6% | +8.4% | +64.3% |
| All | +148.2% | +318.5% | -170.3% | +72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling