+67.1%
V vs FIVN
-81.8%
+149.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.1% | +4.4% | -1.0% |
| 7D | -1.1% | -8.2% | +7.1% | -0.1% |
| 30D | +1.9% | -8.1% | +10.0% | +2.8% |
| 3M | +15.5% | +34.9% | -19.4% | +10.3% |
| 6M | +16.6% | +72.6% | -56.0% | +6.6% |
| YTD | +5.7% | +55.8% | -50.0% | -2.4% |
| 1Y | +8.6% | +17.1% | -8.6% | +4.0% |
| 3Y | +52.5% | -54.3% | +106.8% | +60.9% |
| 5Y | +67.1% | -81.6% | +148.7% | +93.0% |
| All | +67.1% | -81.8% | +149.0% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling