+151.2%
UAL vs FIVN
+253.7%
-102.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -17.6% | +19.7% | +5.0% |
| 7D | +8.2% | -22.6% | +30.8% | +12.5% |
| 30D | +2.3% | -16.8% | +19.1% | +5.0% |
| 3M | -12.7% | -0.9% | -11.8% | -13.8% |
| 6M | +12.7% | +28.4% | -15.7% | +5.4% |
| YTD | +0.8% | +40.2% | -39.4% | -8.7% |
| 1Y | +17.8% | +30.5% | -12.8% | +7.9% |
| 3Y | +206.7% | -56.2% | +262.9% | +223.7% |
| 5Y | +113.9% | -81.0% | +194.9% | +141.5% |
| 10Y | +97.0% | +105.3% | -8.3% | +48.7% |
| All | +151.2% | +253.7% | -102.5% | +78.4% |
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 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