+152.3%
W vs FIVN
+115.6%
+36.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | +0.5% | -11.3% | +11.8% | +6.8% |
| 30D | -5.6% | -7.3% | +1.7% | -2.7% |
| 3M | +41.9% | +41.7% | +0.2% | +13.4% |
| 6M | +30.2% | +78.3% | -48.0% | -14.5% |
| YTD | -2.9% | +50.9% | -53.8% | -31.7% |
| 1Y | +11.6% | +19.7% | -8.1% | -11.6% |
| 3Y | +37.0% | -55.7% | +92.7% | +81.1% |
| 5Y | -62.8% | -82.6% | +19.7% | -17.1% |
| All | +152.3% | +115.6% | +36.7% | +168.3% |
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