+78.9%
UBER vs FIVN
-82.2%
+161.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.6% |
| 7D | -5.4% | -7.8% | +2.4% | -3.1% |
| 30D | -4.9% | -1.7% | -3.2% | -4.8% |
| 3M | +3.0% | +47.2% | -44.1% | -9.9% |
| 6M | -4.4% | +82.7% | -87.1% | -24.5% |
| YTD | -12.3% | +52.9% | -65.2% | -27.5% |
| 1Y | -24.3% | +17.5% | -41.8% | -31.9% |
| 3Y | +46.4% | -55.8% | +102.3% | +76.9% |
| All | +78.9% | -82.2% | +161.0% | +202.7% |
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 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