+25.0%
V vs FIVN
+33.4%
-8.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | -0.4% | -17.4% | +17.1% | +0.6% |
| 30D | +6.3% | -20.4% | +26.7% | +7.4% |
| 3M | +17.2% | -9.6% | +26.8% | +17.3% |
| 6M | +29.2% | +34.7% | -5.4% | +25.3% |
| YTD | +20.8% | +40.6% | -19.8% | +16.5% |
| 1Y | +25.0% | +34.3% | -9.3% | +20.9% |
| All | +25.0% | +33.4% | -8.4% | +20.9% |
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