+115.0%
UMC vs FIVN
+55.4%
+59.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.0% |
| 7D | -14.7% | -3.4% | -11.3% | -14.8% |
| 30D | -32.9% | +5.8% | -38.6% | -32.6% |
| 3M | -22.2% | +22.0% | -44.2% | -20.6% |
| 6M | +25.9% | +55.7% | -29.8% | +32.0% |
| YTD | +107.9% | +81.3% | +26.6% | +116.0% |
| 1Y | +115.0% | +58.0% | +57.1% | +127.9% |
| All | +115.0% | +55.4% | +59.6% | +127.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling