+489.2%
VALE vs FIVN
+118.5%
+370.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.5% |
| 7D | -0.3% | -7.8% | +7.6% | +0.5% |
| 30D | +8.6% | -1.7% | +10.4% | +8.7% |
| 3M | +2.0% | +47.2% | -45.2% | -2.6% |
| 6M | +2.1% | +82.7% | -80.6% | -5.8% |
| YTD | +20.2% | +52.9% | -32.7% | +12.5% |
| 1Y | +55.2% | +17.5% | +37.7% | +49.4% |
| 3Y | +45.9% | -55.8% | +101.7% | +52.8% |
| 5Y | +41.4% | -82.3% | +123.7% | +59.6% |
| All | +489.2% | +118.5% | +370.7% | +440.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling