+50.4%
USHY vs FIVN
+24.1%
+26.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | -0.1% |
| 7D | -0.1% | -9.6% | +9.4% | +0.4% |
| 30D | 0.0% | -11.9% | +11.9% | +0.5% |
| 3M | +0.8% | +40.1% | -39.2% | -1.2% |
| 6M | +1.9% | +68.3% | -66.4% | -1.6% |
| YTD | +2.3% | +51.5% | -49.2% | -0.9% |
| 1Y | +4.1% | +15.1% | -11.0% | +2.4% |
| 3Y | +27.8% | -55.6% | +83.4% | +31.0% |
| 5Y | +21.5% | -82.4% | +103.9% | +28.5% |
| All | +50.4% | +24.1% | +26.3% | +44.3% |
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 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