+52.5%
V vs FIVN
-55.5%
+108.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.1% | +4.4% | -1.2% |
| 7D | -1.1% | -8.2% | +7.1% | -0.3% |
| 30D | +1.9% | -8.1% | +10.0% | +2.5% |
| 3M | +15.5% | +34.9% | -19.4% | +11.6% |
| 6M | +16.6% | +72.6% | -56.0% | +9.1% |
| YTD | +5.7% | +55.8% | -50.0% | -0.3% |
| 1Y | +8.6% | +17.1% | -8.6% | +5.4% |
| 3Y | +52.5% | -54.3% | +106.8% | +52.0% |
| All | +52.5% | -55.5% | +108.0% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling