+179.2%
URI vs FIVN
-81.1%
+260.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -17.6% | +18.8% | +4.2% |
| 7D | -9.8% | -22.6% | +12.8% | -6.0% |
| 30D | +1.7% | -16.8% | +18.5% | +4.5% |
| 3M | -9.1% | -0.9% | -8.2% | -10.5% |
| 6M | +9.9% | +28.4% | -18.5% | +1.3% |
| YTD | +31.2% | +40.2% | -9.0% | +15.9% |
| 1Y | +25.9% | +30.5% | -4.6% | +12.9% |
| 3Y | +147.4% | -56.2% | +203.6% | +175.3% |
| All | +179.2% | -81.1% | +260.3% | +244.6% |
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 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