+33.1%
URI vs FIVN
+42.1%
-9.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.7% | +4.2% | +6.9% |
| 7D | -4.0% | -19.3% | +15.3% | -4.1% |
| 30D | +6.8% | -20.7% | +27.5% | +6.7% |
| 3M | -2.8% | -15.1% | +12.2% | -2.7% |
| 6M | +20.9% | +30.6% | -9.8% | +22.3% |
| YTD | +40.2% | +44.0% | -3.7% | +44.1% |
| All | +33.1% | +42.1% | -9.0% | +38.3% |
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