+122.1%
URI vs FIVN
-52.8%
+174.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.9% |
| 7D | -2.0% | -2.3% | +0.3% | -1.7% |
| 30D | -12.9% | +12.4% | -25.3% | -14.6% |
| 3M | -6.7% | +36.0% | -42.8% | -11.4% |
| 6M | +19.0% | +86.0% | -67.0% | +5.1% |
| YTD | +25.5% | +65.9% | -40.4% | +13.1% |
| 1Y | +5.5% | +26.5% | -21.0% | +0.8% |
| All | +122.1% | -52.8% | +174.9% | +144.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling