+36.4%
UPS vs FIVN
+118.5%
-82.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.1% |
| 7D | -2.0% | -7.8% | +5.9% | -1.0% |
| 30D | -2.0% | -1.7% | -0.2% | -1.9% |
| 3M | -6.2% | +47.2% | -53.4% | -11.3% |
| 6M | +2.8% | +82.7% | -79.9% | -6.5% |
| YTD | +5.9% | +52.9% | -47.0% | -1.9% |
| 1Y | +26.2% | +17.5% | +8.8% | +20.8% |
| 3Y | -26.0% | -55.8% | +29.8% | -22.0% |
| 5Y | -34.3% | -82.3% | +48.1% | -25.4% |
| All | +36.4% | +118.5% | -82.2% | +15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling