+264.0%
XBI vs FIVN
+280.5%
-16.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -4.6% | -11.3% | +6.7% | -2.0% |
| 30D | -0.8% | -7.3% | +6.5% | +0.6% |
| 3M | +21.8% | +41.7% | -19.9% | +10.5% |
| 6M | +23.2% | +78.3% | -55.1% | +3.3% |
| YTD | +28.7% | +50.9% | -22.1% | +11.2% |
| 1Y | +67.8% | +19.7% | +48.1% | +52.5% |
| 3Y | +100.6% | -55.7% | +156.4% | +123.3% |
| 5Y | +19.8% | -82.6% | +102.4% | +59.4% |
| 10Y | +159.7% | +113.6% | +46.1% | +100.4% |
| All | +264.0% | +280.5% | -16.5% | +146.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling