+210.4%
URI vs FIVN
-81.8%
+292.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.7% | +1.6% |
| 7D | +2.5% | -8.2% | +10.8% | +4.1% |
| 30D | -12.5% | -8.1% | -4.4% | -11.5% |
| 3M | -6.2% | +34.9% | -41.1% | -12.8% |
| 6M | +25.9% | +72.6% | -46.8% | +8.3% |
| YTD | +26.2% | +55.8% | -29.6% | +10.5% |
| 1Y | +5.5% | +17.1% | -11.7% | -1.5% |
| 3Y | +125.0% | -54.3% | +179.3% | +151.2% |
| 5Y | +210.4% | -81.6% | +292.0% | +299.4% |
| All | +210.4% | -81.8% | +292.2% | +299.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling