+1,218.8%
URI vs FIVN
+109.8%
+1,109.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.7% | +4.2% | +6.4% |
| 7D | -4.0% | -19.3% | +15.3% | -0.9% |
| 30D | +6.8% | -20.7% | +27.5% | +10.4% |
| 3M | -2.8% | -15.1% | +12.2% | -1.3% |
| 6M | +20.9% | +30.6% | -9.8% | +12.1% |
| YTD | +40.2% | +44.0% | -3.7% | +24.9% |
| 1Y | +34.1% | +45.5% | -11.4% | +19.0% |
| 3Y | +164.1% | -52.8% | +216.9% | +181.1% |
| 5Y | +199.3% | -82.6% | +282.0% | +261.6% |
| 10Y | +1,218.8% | +109.4% | +1,109.5% | +936.6% |
| All | +1,218.8% | +109.8% | +1,109.0% | +936.6% |
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