+1,876.8%
UMC vs FIVN
+282.0%
+1,594.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.8% | +6.7% | +4.3% |
| 7D | +13.6% | -9.6% | +23.2% | +15.0% |
| 30D | +20.8% | -11.9% | +32.7% | +22.4% |
| 3M | +16.1% | +40.1% | -23.9% | +9.2% |
| 6M | +137.3% | +68.3% | +69.0% | +114.4% |
| YTD | +193.8% | +51.5% | +142.3% | +167.8% |
| 1Y | +236.1% | +15.1% | +221.0% | +218.7% |
| 3Y | +267.1% | -55.6% | +322.7% | +289.7% |
| 5Y | +145.3% | -82.4% | +227.7% | +184.3% |
| 10Y | +1,857.3% | +114.5% | +1,742.9% | +1,691.7% |
| All | +1,876.8% | +282.0% | +1,594.8% | +1,625.3% |
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