-62.4%
W vs FIVN
-81.5%
+19.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.7% | +3.9% |
| 7D | +6.5% | -8.2% | +14.7% | +11.4% |
| 30D | -6.2% | -8.1% | +1.9% | -2.9% |
| 3M | +48.9% | +34.9% | +14.0% | +20.6% |
| 6M | +31.2% | +72.6% | -41.4% | -14.4% |
| YTD | -0.4% | +55.8% | -56.2% | -32.6% |
| 1Y | +14.8% | +17.1% | -2.3% | -8.0% |
| 3Y | +40.5% | -54.3% | +94.8% | +95.7% |
| All | -62.4% | -81.5% | +19.1% | -4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling