+28.9%
UUUU vs FIVN
+27.5%
+1.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +0.9% |
| 7D | -1.4% | -2.3% | +0.9% | -1.3% |
| 30D | +16.3% | +12.4% | +3.9% | +15.8% |
| 3M | -16.7% | +36.0% | -52.7% | -16.4% |
| 6M | -33.7% | +86.0% | -119.6% | -34.3% |
| YTD | -0.5% | +65.9% | -66.4% | -0.5% |
| 1Y | +28.9% | +26.5% | +2.3% | +33.8% |
| All | +28.9% | +27.5% | +1.4% | +33.8% |
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