+62.3%
UPS vs FIVN
+292.8%
-230.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | -1.1% |
| 7D | -2.1% | -8.2% | +6.1% | -1.2% |
| 30D | -2.3% | -8.1% | +5.8% | -1.5% |
| 3M | -5.2% | +34.9% | -40.1% | -8.8% |
| 6M | +1.4% | +72.6% | -71.2% | -5.9% |
| YTD | +6.1% | +55.8% | -49.7% | -0.8% |
| 1Y | +27.0% | +17.1% | +9.9% | +22.2% |
| 3Y | -25.9% | -54.3% | +28.4% | -23.0% |
| 5Y | -34.6% | -81.6% | +47.0% | -28.1% |
| 10Y | +36.2% | +109.2% | -73.0% | +21.6% |
| All | +62.3% | +292.8% | -230.5% | +38.1% |
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