-34.5%
UPS vs FIVN
-82.6%
+48.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -3.4% | -11.3% | +7.9% | -2.0% |
| 30D | -2.7% | -7.3% | +4.5% | -2.0% |
| 3M | -1.6% | +41.7% | -43.3% | -6.4% |
| 6M | +2.3% | +78.3% | -75.9% | -6.5% |
| YTD | +5.6% | +50.9% | -45.3% | -1.8% |
| 1Y | +27.1% | +19.7% | +7.4% | +21.7% |
| 3Y | -26.3% | -55.7% | +29.4% | -22.3% |
| 5Y | -34.5% | -82.6% | +48.1% | -29.4% |
| All | -34.5% | -82.6% | +48.1% | -29.4% |
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