+1,041.8%
URI vs FIVN
+318.5%
+723.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.0% |
| 7D | -2.0% | -2.3% | +0.3% | -1.6% |
| 30D | -12.9% | +12.4% | -25.3% | -15.1% |
| 3M | -6.7% | +36.0% | -42.8% | -12.7% |
| 6M | +19.0% | +86.0% | -67.0% | +3.3% |
| YTD | +25.5% | +65.9% | -40.4% | +10.7% |
| 1Y | +5.5% | +26.5% | -21.0% | -2.4% |
| 3Y | +111.3% | -54.2% | +165.5% | +127.1% |
| 5Y | +198.6% | -80.5% | +279.0% | +252.4% |
| 10Y | +1,179.9% | +109.6% | +1,070.3% | +850.8% |
| All | +1,041.8% | +318.5% | +723.4% | +676.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling