+790.3%
V vs FIVN
+249.1%
+541.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.7% |
| 7D | +0.6% | -22.4% | +23.0% | +3.7% |
| 30D | +9.7% | -23.8% | +33.5% | +13.2% |
| 3M | +17.3% | -19.5% | +36.8% | +19.6% |
| 6M | +33.2% | +25.6% | +7.6% | +26.6% |
| YTD | +21.3% | +38.4% | -17.1% | +12.3% |
| 1Y | +27.3% | +33.7% | -6.3% | +18.2% |
| 3Y | +76.1% | -56.2% | +132.2% | +84.9% |
| 5Y | +103.5% | -82.9% | +186.4% | +135.0% |
| 10Y | +454.5% | +103.6% | +350.9% | +351.5% |
| All | +790.3% | +249.1% | +541.2% | +588.8% |
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