+49.7%
USHY vs FIVN
+25.3%
+24.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | 0.0% |
| 7D | -0.7% | -7.8% | +7.2% | -0.3% |
| 30D | -0.7% | -1.7% | +1.1% | -0.6% |
| 3M | +0.1% | +47.2% | -47.1% | -2.3% |
| 6M | +1.8% | +82.7% | -80.9% | -2.2% |
| YTD | +1.8% | +52.9% | -51.1% | -1.4% |
| 1Y | +3.3% | +17.5% | -14.2% | +1.4% |
| 3Y | +27.0% | -55.8% | +82.8% | +30.2% |
| 5Y | +21.0% | -82.3% | +103.4% | +27.9% |
| All | +49.7% | +25.3% | +24.4% | +43.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling