+59.3%
USAR vs FIVN
-64.8%
+124.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -6.0% |
| 7D | -9.3% | -11.3% | +2.0% | -9.0% |
| 30D | -15.2% | -7.3% | -7.9% | -15.0% |
| 3M | -21.1% | +41.7% | -62.8% | -21.2% |
| 6M | -21.6% | +78.3% | -99.8% | -21.9% |
| YTD | +34.8% | +50.9% | -16.1% | +33.6% |
| 1Y | +15.6% | +19.7% | -4.0% | +13.6% |
| 3Y | +57.7% | -55.7% | +113.5% | +56.8% |
| All | +59.3% | -64.8% | +124.1% | +58.5% |
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