+786.2%
V vs FIVN
+254.6%
+531.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | -0.4% | -17.4% | +17.1% | +1.9% |
| 30D | +6.3% | -20.4% | +26.7% | +9.0% |
| 3M | +17.2% | -9.6% | +26.8% | +17.6% |
| 6M | +29.2% | +34.7% | -5.4% | +21.7% |
| YTD | +20.8% | +40.6% | -19.8% | +11.5% |
| 1Y | +25.0% | +34.3% | -9.3% | +16.0% |
| 3Y | +75.3% | -55.5% | +130.8% | +83.6% |
| 5Y | +105.8% | -82.5% | +188.3% | +136.9% |
| 10Y | +451.9% | +93.2% | +358.7% | +350.8% |
| All | +786.2% | +254.6% | +531.6% | +584.3% |
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