+281.3%
URA vs FIVN
+104.7%
+176.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.3% |
| 7D | +2.9% | -22.8% | +25.7% | +6.6% |
| 30D | -10.8% | -21.3% | +10.5% | -7.9% |
| 3M | -25.5% | -14.0% | -11.6% | -24.5% |
| 6M | -41.2% | +31.1% | -72.3% | -44.8% |
| YTD | -21.3% | +40.0% | -61.3% | -28.5% |
| 1Y | -25.7% | +38.1% | -63.8% | -32.5% |
| 3Y | +43.1% | -55.7% | +98.7% | +53.2% |
| 5Y | +35.6% | -82.5% | +118.1% | +60.8% |
| 10Y | +281.3% | +92.4% | +188.9% | +265.2% |
| All | +281.3% | +104.7% | +176.6% | +265.2% |
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 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