+305.6%
UNP vs FIVN
+318.5%
-12.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.4% |
| 7D | -5.3% | -2.3% | -3.1% | -5.2% |
| 30D | -1.5% | +12.4% | -13.9% | -2.8% |
| 3M | +10.3% | +36.0% | -25.8% | +6.6% |
| 6M | +9.7% | +86.0% | -76.3% | +2.1% |
| YTD | +27.1% | +65.9% | -38.8% | +19.3% |
| 1Y | +32.6% | +26.5% | +6.1% | +27.5% |
| 3Y | +40.0% | -54.2% | +94.2% | +45.2% |
| 5Y | +50.8% | -80.5% | +131.3% | +64.1% |
| 10Y | +278.6% | +109.6% | +169.0% | +220.5% |
| All | +305.6% | +318.5% | -12.9% | +225.2% |
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