+49.8%
UUUU vs FIVN
+280.5%
-230.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -6.2% |
| 7D | -5.0% | -11.3% | +6.3% | -2.6% |
| 30D | -7.8% | -7.3% | -0.5% | -6.5% |
| 3M | -0.4% | +41.7% | -42.1% | -9.0% |
| 6M | -32.9% | +78.3% | -111.1% | -43.3% |
| YTD | -6.3% | +50.9% | -57.1% | -18.9% |
| 1Y | +7.9% | +19.7% | -11.7% | -1.5% |
| 3Y | +85.2% | -55.7% | +140.9% | +105.7% |
| 5Y | +97.0% | -82.6% | +179.5% | +159.3% |
| 10Y | +492.6% | +113.6% | +379.0% | +391.6% |
| All | +49.8% | +280.5% | -230.7% | +0.6% |
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