+20.1%
W vs FIVN
+27.5%
-7.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +5.0% | +2.9% |
| 7D | -4.2% | -2.3% | -1.9% | -3.8% |
| 30D | -7.6% | +12.4% | -20.0% | -10.0% |
| 3M | +37.2% | +36.0% | +1.1% | +29.1% |
| 6M | +26.3% | +86.0% | -59.6% | +11.4% |
| YTD | -1.0% | +65.9% | -66.9% | -10.7% |
| 1Y | +20.1% | +26.5% | -6.4% | +14.2% |
| All | +20.1% | +27.5% | -7.4% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling