+7.1%
USAR vs FIVN
+20.3%
-13.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.3% | -3.1% |
| 7D | -11.6% | -7.8% | -3.8% | -11.0% |
| 30D | -15.5% | -1.7% | -13.7% | -15.4% |
| 3M | -31.0% | +47.2% | -78.2% | -32.2% |
| 6M | -26.2% | +82.7% | -108.9% | -29.0% |
| YTD | +30.8% | +52.9% | -22.2% | +24.0% |
| 1Y | +7.1% | +17.5% | -10.4% | -18.3% |
| All | +7.1% | +20.3% | -13.2% | -18.3% |
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