+490.4%
UNH vs FIVN
+282.0%
+208.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.8% | -1.7% |
| 7D | -1.7% | -9.6% | +7.9% | -0.8% |
| 30D | -3.8% | -11.9% | +8.1% | -2.8% |
| 3M | -4.3% | +40.1% | -44.4% | -7.8% |
| 6M | +38.6% | +68.3% | -29.7% | +30.2% |
| YTD | +20.7% | +51.5% | -30.8% | +14.2% |
| 1Y | +16.0% | +15.1% | +0.9% | +12.3% |
| 3Y | -13.5% | -55.6% | +42.1% | -10.7% |
| 5Y | +3.5% | -82.4% | +85.9% | +13.9% |
| 10Y | +245.3% | +114.5% | +130.9% | +193.1% |
| All | +490.4% | +282.0% | +208.3% | +380.1% |
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