+106.2%
UL vs FIVN
+318.5%
-212.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.4% | +0.1% |
| 7D | -1.3% | -2.3% | +1.0% | -1.2% |
| 30D | +0.5% | +12.4% | -11.9% | -0.3% |
| 3M | +17.6% | +36.0% | -18.4% | +15.4% |
| 6M | -5.4% | +86.0% | -91.3% | -9.0% |
| YTD | +0.7% | +65.9% | -65.2% | -2.8% |
| 1Y | -9.3% | +26.5% | -35.8% | -11.2% |
| 3Y | +24.5% | -54.2% | +78.8% | +27.8% |
| 5Y | +23.2% | -80.5% | +103.7% | +31.1% |
| 10Y | +64.5% | +109.6% | -45.2% | +47.2% |
| All | +106.2% | +318.5% | -212.3% | +76.7% |
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