-26.6%
VRSK vs FIVN
-55.2%
+28.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.1% |
| 7D | -5.2% | -7.8% | +2.7% | -4.5% |
| 30D | -2.3% | -1.7% | -0.6% | -2.1% |
| 3M | -2.9% | +47.2% | -50.1% | -6.1% |
| 6M | -12.8% | +82.7% | -95.5% | -17.0% |
| YTD | -20.8% | +52.9% | -73.7% | -24.1% |
| 1Y | -33.2% | +17.5% | -50.7% | -35.2% |
| 3Y | -26.6% | -55.8% | +29.2% | -26.9% |
| All | -26.6% | -55.2% | +28.7% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling