+40.2%
UNP vs FIVN
-82.9%
+123.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.4% |
| 7D | +4.2% | -2.8% | +7.1% | +4.4% |
| 30D | +5.6% | -17.4% | +23.0% | +6.8% |
| 3M | +2.0% | -19.2% | +21.2% | +3.1% |
| 6M | +15.4% | +29.4% | -14.0% | +11.7% |
| YTD | +32.7% | +36.3% | -3.5% | +26.7% |
| 1Y | +39.4% | +33.5% | +6.0% | +33.3% |
| 3Y | +54.3% | -56.8% | +111.1% | +60.6% |
| All | +40.2% | -82.9% | +123.1% | +43.5% |
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 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