+126.9%
USB vs FIVN
+318.5%
-191.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | 0.0% |
| 7D | +1.4% | -2.3% | +3.7% | +1.7% |
| 30D | -1.3% | +12.4% | -13.7% | -2.7% |
| 3M | +15.2% | +36.0% | -20.8% | +11.2% |
| 6M | +18.8% | +86.0% | -67.1% | +10.2% |
| YTD | +21.0% | +65.9% | -44.9% | +13.2% |
| 1Y | +34.0% | +26.5% | +7.5% | +28.5% |
| 3Y | +95.3% | -54.2% | +149.5% | +100.7% |
| 5Y | +40.4% | -80.5% | +120.8% | +47.6% |
| 10Y | +107.3% | +109.6% | -2.3% | +75.1% |
| All | +126.9% | +318.5% | -191.6% | +78.6% |
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 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