+689.4%
V vs FIVN
+318.5%
+370.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.6% |
| 7D | -1.7% | -2.3% | +0.6% | -1.4% |
| 30D | +2.0% | +12.4% | -10.4% | -0.1% |
| 3M | +17.4% | +36.0% | -18.7% | +11.6% |
| 6M | +17.5% | +86.0% | -68.5% | +5.8% |
| YTD | +7.6% | +65.9% | -58.3% | -2.0% |
| 1Y | +7.7% | +26.5% | -18.8% | +1.5% |
| 3Y | +54.7% | -54.2% | +108.9% | +62.8% |
| 5Y | +73.0% | -80.5% | +153.5% | +97.4% |
| 10Y | +390.9% | +109.6% | +281.2% | +297.6% |
| All | +689.4% | +318.5% | +370.9% | +501.2% |
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