+3.4%
UUUU vs FIVN
+20.3%
-17.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.4% | -6.3% | -5.0% |
| 7D | -10.5% | -7.8% | -2.7% | -10.4% |
| 30D | -10.5% | -1.7% | -8.8% | -10.5% |
| 3M | -14.1% | +47.2% | -61.3% | -13.2% |
| 6M | -35.5% | +82.7% | -118.2% | -36.0% |
| YTD | -10.9% | +52.9% | -63.9% | -10.8% |
| 1Y | +3.4% | +17.5% | -14.1% | +6.5% |
| All | +3.4% | +20.3% | -17.0% | +6.5% |
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 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