-0.5%
UNH vs FIVN
-82.2%
+81.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.7% | -2.5% |
| 7D | -4.5% | -7.8% | +3.3% | -4.0% |
| 30D | -6.5% | -1.7% | -4.8% | -6.5% |
| 3M | -6.0% | +47.2% | -53.2% | -9.0% |
| 6M | +33.7% | +82.7% | -49.1% | +26.5% |
| YTD | +16.4% | +52.9% | -36.5% | +11.4% |
| 1Y | +10.1% | +17.5% | -7.4% | +7.1% |
| 3Y | -16.3% | -55.8% | +39.5% | -15.8% |
| All | -0.5% | -82.2% | +81.7% | +5.0% |
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