+149.7%
XBI vs FIVN
+118.5%
+31.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.7% |
| 7D | -4.6% | -7.8% | +3.2% | -2.8% |
| 30D | -2.0% | -1.7% | -0.3% | -1.9% |
| 3M | +17.8% | +47.2% | -29.4% | +5.0% |
| 6M | +23.7% | +82.7% | -59.0% | +1.5% |
| YTD | +28.2% | +52.9% | -24.7% | +9.0% |
| 1Y | +64.0% | +17.5% | +46.5% | +48.8% |
| 3Y | +99.4% | -55.8% | +155.2% | +126.0% |
| 5Y | +19.3% | -82.3% | +101.7% | +66.2% |
| All | +149.7% | +118.5% | +31.2% | +86.3% |
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