+95.6%
URA vs FIVN
+318.5%
-222.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.1% |
| 7D | +1.1% | -2.3% | +3.4% | +1.4% |
| 30D | +7.4% | +12.4% | -5.0% | +5.2% |
| 3M | -8.4% | +36.0% | -44.4% | -13.2% |
| 6M | -12.7% | +86.0% | -98.7% | -22.3% |
| YTD | +7.8% | +65.9% | -58.1% | -3.0% |
| 1Y | +19.5% | +26.5% | -7.0% | +11.9% |
| 3Y | +116.4% | -54.2% | +170.6% | +130.1% |
| 5Y | +134.3% | -80.5% | +214.7% | +169.7% |
| 10Y | +359.3% | +109.6% | +249.6% | +292.9% |
| All | +95.6% | +318.5% | -222.9% | +46.7% |
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