+43.8%
UNP vs FIVN
-55.7%
+99.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -1.1% |
| 7D | -1.7% | -9.6% | +7.9% | -1.1% |
| 30D | -2.1% | -11.9% | +9.8% | -1.4% |
| 3M | +5.4% | +40.1% | -34.6% | +2.3% |
| 6M | +13.4% | +68.3% | -55.0% | +7.4% |
| YTD | +25.0% | +51.5% | -26.5% | +19.4% |
| 1Y | +34.6% | +15.1% | +19.4% | +33.0% |
| All | +43.8% | -55.7% | +99.4% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling