+9.7%
URI vs FIVN
+13.9%
-4.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | +1.3% |
| 7D | +5.0% | -9.6% | +14.6% | +4.8% |
| 30D | -9.4% | -11.9% | +2.5% | -9.5% |
| 3M | -5.8% | +40.1% | -45.9% | -5.6% |
| 6M | +25.8% | +68.3% | -42.5% | +25.5% |
| YTD | +27.9% | +51.5% | -23.6% | +28.4% |
| 1Y | +9.7% | +15.1% | -5.4% | +8.7% |
| All | +9.7% | +13.9% | -4.2% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling