+75.9%
UBER vs FIVN
-37.3%
+113.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.1% | +2.7% | -1.6% |
| 7D | -2.8% | -8.2% | +5.4% | -0.3% |
| 30D | -2.5% | -8.1% | +5.6% | -0.4% |
| 3M | +4.4% | +34.9% | -30.5% | -6.5% |
| 6M | -2.7% | +72.6% | -75.3% | -21.9% |
| YTD | -10.5% | +55.8% | -66.3% | -26.7% |
| 1Y | -22.5% | +17.1% | -39.6% | -30.6% |
| 3Y | +54.8% | -54.3% | +109.1% | +80.5% |
| 5Y | +82.5% | -81.6% | +164.1% | +178.2% |
| All | +75.9% | -37.3% | +113.3% | +65.1% |
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